MAS
XYZ

MPWM Advisory Solutions’s Block Inc XYZ Stock Holding History

MPWM Advisory Solutions’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 		$121K Buy
2,018
+1,678
+494% +$102K 0.06% 130
2025
Q4 		$22.1K Sell
340
-880
-72% -$60.7K 0.01% 243
2025
Q3 		$88.2K Sell
1,220
-2,388
-66% -$179K 0.05% 124
2025
Q2 		$245K Buy
3,608
+3,011
+504% +$175K 0.16% 75
2025
Q1 		$32.4K Hold
597
– – 0.02% 185
2024
Q4 		$50.7K Buy
+597
New +$49K 0.04% 155

Other funds holding XYZ

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

MPWM Advisory Solutions's XYZ Position: Q1 2026 in Review

MPWM Advisory Solutions increased its Block Inc (XYZ) stake by 494% in Q1 2026, buying an estimated $102K and bringing the position to 2,018 shares worth $121K. The position accounts for 0.06% of the portfolio, ranked #130.

MPWM Advisory Solutions first reported a position in XYZ in Q4 2024 and has held it in 6 quarters since. The position peaked at $245K in Q2 2025. 986 funds tracked by Wall St. Rank hold XYZ as of Q1 2026.

  • MPWM Advisory Solutions held 2,018 shares of Block Inc worth $121K as of Q1 2026.
  • MPWM Advisory Solutions bought 1,678 Block Inc shares in Q1 2026, an estimated $102K.
  • Block Inc made up 0.06% of MPWM Advisory Solutions's portfolio in Q1 2026, its #130 holding.
  • MPWM Advisory Solutions first reported a position in Block Inc in Q4 2024 and has held it in 6 quarters since.
  • MPWM Advisory Solutions's Block Inc position peaked at $245K in Q2 2025.
  • 986 funds tracked by Wall St. Rank held Block Inc as of Q1 2026.

Based on MPWM Advisory Solutions's 13F filing for Q1 2026, filed 13 May 2026.