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Mowery & Schoenfeld Wealth Management’s Block Inc XYZ Stock Holding History

Mowery & Schoenfeld 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
Q1 		– Sell
-14
Closed -$912 – 500
2025
Q4 		$912 Buy
+14
New +$966 ﹤0.01% 453
2025
Q1 		– Sell
-400
Closed -$34K – 571
2024
Q4 		$34K Hold
400
– – 0.07% 139
2024
Q3 		$26.9K Hold
400
– – 0.04% 134
2024
Q2 		$25.8K Hold
400
– – 0.04% 135
2024
Q1 		$33.8K Hold
400
– – 0.07% 91
2023
Q4 		$30.9K Buy
+400
New +$22.6K 0.06% 84

Other funds holding XYZ

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BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's XYZ Position: Q1 2026 in Review

Mowery & Schoenfeld Wealth Management sold out of Block Inc (XYZ) in Q1 2026, closing a stake of 14 shares — an estimated $912 sold.

Mowery & Schoenfeld Wealth Management first reported a position in XYZ in Q4 2023 and held it in 6 quarters. The position peaked at $34K in Q4 2024. 995 funds tracked by Wall St. Rank hold XYZ as of Q1 2026.

  • Mowery & Schoenfeld Wealth Management reported no remaining Block Inc position as of Q1 2026 after selling out during the quarter.
  • Mowery & Schoenfeld Wealth Management sold 14 Block Inc shares in Q1 2026, an estimated $912.
  • Mowery & Schoenfeld Wealth Management first reported a position in Block Inc in Q4 2023 and held it in 6 quarters.
  • Mowery & Schoenfeld Wealth Management's Block Inc position peaked at $34K in Q4 2024.
  • 995 funds tracked by Wall St. Rank held Block Inc as of Q1 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.