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Moran Wealth Management’s Block Inc XYZ Stock Holding History

Moran Wealth Management’s Portfolio XYZ Stock Details XYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$7.89M Sell
103,832
-3,769
-4% -$265K 0.22% 152
2026
Q1 		$6.48M Buy
107,601
+49,950
+87% +$3.04M 0.2% 163
2025
Q4 		$3.75M Buy
57,651
+15,670
+37% +$1.08M 0.12% 227
2025
Q3 		$3.03M Sell
41,981
-564
-1% -$42.2K 0.09% 244
2025
Q2 		$2.89M Sell
42,545
-1,511
-3% -$87.9K 0.09% 256
2025
Q1 		$2.39M Buy
+44,056
New +$3.29M 0.08% 257
2024
Q3 		– Sell
-20,718
Closed -$1.34M – 424
2024
Q2 		$1.34M Buy
20,718
+4,355
+27% +$305K 0.04% 272
2024
Q1 		$1.38M Buy
16,363
+4,432
+37% +$321K 0.04% 276
2023
Q4 		$923K Buy
+11,931
New +$675K 0.03% 308

Other funds holding XYZ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
CAM
Contour Asset Management New York $4.22B AUM 26.55% 1-Year Est. Return

Moran Wealth Management's XYZ Position: Q2 2026 in Review

Moran Wealth Management reduced its Block Inc (XYZ) stake by 3.5% in Q2 2026, selling an estimated $265K and leaving 103,832 shares worth $7.89M. The position accounts for 0.22% of the portfolio, ranked #152.

Moran Wealth Management first reported a position in XYZ in Q4 2023 and has held it in 9 quarters since. 1,085 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • Moran Wealth Management held 103,832 shares of Block Inc worth $7.89M as of Q2 2026.
  • Moran Wealth Management sold 3,769 Block Inc shares in Q2 2026, an estimated $265K.
  • Block Inc made up 0.22% of Moran Wealth Management's portfolio in Q2 2026, its #152 holding.
  • Moran Wealth Management first reported a position in Block Inc in Q4 2023 and has held it in 9 quarters since.
  • 1,085 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on Moran Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.