MWM
XYZ

Mosley Wealth Management’s Block Inc XYZ Stock Holding History

Mosley 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 		$1.29K Sell
17
-80
-82% -$5.62K ﹤0.01% 541
2026
Q1 		$7.01K Buy
+97
New +$5.9K ﹤0.01% 326

Other funds holding XYZ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
HAM
Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return

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

Mosley Wealth Management reduced its Block Inc (XYZ) stake by 82% in Q2 2026, selling an estimated $5.62K and leaving 17 shares worth $1.29K. The position accounts for ﹤0.01% of the portfolio, ranked #541.

Mosley Wealth Management first reported a position in XYZ in Q1 2026 and has held it in 2 quarters since. The position peaked at $7.01K in Q1 2026. 556 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • Mosley Wealth Management held 17 shares of Block Inc worth $1.29K as of Q2 2026.
  • Mosley Wealth Management sold 80 Block Inc shares in Q2 2026, an estimated $5.62K.
  • Block Inc made up ﹤0.01% of Mosley Wealth Management's portfolio in Q2 2026, its #541 holding.
  • Mosley Wealth Management first reported a position in Block Inc in Q1 2026 and has held it in 2 quarters since.
  • Mosley Wealth Management's Block Inc position peaked at $7.01K in Q1 2026.
  • 556 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on Mosley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.