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
Q2 		$25.8K Sell
340
-1,678
-83% -$118K 0.01% 258
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

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 $3.37T AUM 44.26% 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

MPWM Advisory Solutions's XYZ Position: Q2 2026 in Review

MPWM Advisory Solutions reduced its Block Inc (XYZ) stake by 83% in Q2 2026, selling an estimated $118K and leaving 340 shares worth $25.8K. The position accounts for 0.01% of the portfolio, ranked #258.

MPWM Advisory Solutions first reported a position in XYZ in Q4 2024 and has held it in 7 quarters since. The position peaked at $245K in Q2 2025. 1,080 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • MPWM Advisory Solutions held 340 shares of Block Inc worth $25.8K as of Q2 2026.
  • MPWM Advisory Solutions sold 1,678 Block Inc shares in Q2 2026, an estimated $118K.
  • Block Inc made up 0.01% of MPWM Advisory Solutions's portfolio in Q2 2026, its #258 holding.
  • MPWM Advisory Solutions first reported a position in Block Inc in Q4 2024 and has held it in 7 quarters since.
  • MPWM Advisory Solutions's Block Inc position peaked at $245K in Q2 2025.
  • 1,080 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on MPWM Advisory Solutions's 13F filing for Q2 2026, filed 13 Aug 2026.