Morton Brown Family Wealth’s Block Inc XYZ Stock Holding History

Morton Brown Family Wealth’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	$76.5K	Buy	1,007 +7	+0.7%	+$492	0.02%	107
2026 Q1	$60.2K	Hold	1,000	–	–	0.02%	110
2025 Q4	$65.1K	Buy	+1,000	New	+$69K	0.02%	103
2025 Q1	–	Sell	-1,000	Closed	-$85K	–	358
2024 Q4	$85K	Hold	1,000	–	–	0.03%	89
2024 Q3	$67.1K	Buy	+1,000	New	+$64.6K	0.02%	87
2024 Q2	–	Sell	-1,000	Closed	-$84.6K	–	237
2024 Q1	$84.6K	Hold	1,000	–	–	0.03%	73
2023 Q4	$77.3K	Buy	+1,000	New	+$56.5K	0.03%	80
2023 Q2	–	Sell	-12	Closed	-$824	–	299
2023 Q1	$824	Buy	+12	New	+$898	﹤0.01%	277
2022 Q2	–	Sell	-1,000	Closed	-$136K	–	308
2022 Q1	$136K	Hold	1,000	–	–	0.1%	50
2021 Q4	$162K	Buy	+1,000	New	+$217K	0.12%	45

Other funds holding XYZ

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Morton Brown Family Wealth's XYZ Position: Q2 2026 in Review

Morton Brown Family Wealth increased its Block Inc (XYZ) stake by 0.7% in Q2 2026, buying an estimated $492 and bringing the position to 1,007 shares worth $76.5K. The position accounts for 0.02% of the portfolio, ranked #107.

Morton Brown Family Wealth first reported a position in XYZ in Q4 2021 and has held it in 10 quarters since. The position peaked at $162K in Q4 2021. 1,078 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

Morton Brown Family Wealth held 1,007 shares of Block Inc worth $76.5K as of Q2 2026.
Morton Brown Family Wealth bought 7 Block Inc shares in Q2 2026, an estimated $492.
Block Inc made up 0.02% of Morton Brown Family Wealth's portfolio in Q2 2026, its #107 holding.
Morton Brown Family Wealth first reported a position in Block Inc in Q4 2021 and has held it in 10 quarters since.
Morton Brown Family Wealth's Block Inc position peaked at $162K in Q4 2021.
1,078 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on Morton Brown Family Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.