NW
XYZ

NewEdge Wealth’s Block Inc XYZ Stock Holding History

NewEdge 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
Q1 		$624K Sell
10,376
-3,643
-26% -$222K 0.01% 750
2025
Q4 		$912K Buy
14,019
+2,810
+25% +$194K 0.01% 656
2025
Q3 		$826K Buy
11,209
+1,435
+15% +$107K 0.01% 609
2025
Q2 		$751K Sell
9,774
-141
-1% -$8.2K 0.01% 600
2025
Q1 		$539K Buy
9,915
+344
+4% +$25.7K 0.01% 629
2024
Q4 		$813K Buy
9,571
+1,000
+12% +$82K 0.01% 528
2024
Q3 		$575K Buy
8,571
+1,027
+14% +$66.3K 0.01% 589
2024
Q2 		$487K Sell
7,544
-1,261
-14% -$88.2K 0.01% 559
2024
Q1 		$619K Sell
8,805
-193
-2% -$14K 0.01% 517
2023
Q4 		$696K Buy
8,998
+2,970
+49% +$168K 0.02% 452
2023
Q3 		$267K Buy
+6,028
New +$373K 0.01% 566
2022
Q3 		– Sell
-13,063
Closed -$803K – 609
2022
Q2 		$803K Buy
13,063
+736
+6% +$67.3K 0.04% 315
2022
Q1 		$1.67M Buy
12,327
+2,053
+20% +$249K 0.07% 177
2021
Q4 		$1.66M Buy
10,274
+1,563
+18% +$339K 0.07% 185
2021
Q3 		$2.09M Buy
8,711
+1,238
+17% +$318K 0.12% 125
2021
Q2 		$1.82M Sell
7,473
-1,363
-15% -$316K 0.14% 133
2021
Q1 		$2.01M Buy
+8,836
New +$2.07M 0.2% 104

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

NewEdge Wealth's XYZ Position: Q1 2026 in Review

NewEdge Wealth reduced its Block Inc (XYZ) stake by 26% in Q1 2026, selling an estimated $222K and leaving 10,376 shares worth $624K. The position accounts for 0.01% of the portfolio, ranked #750.

NewEdge Wealth first reported a position in XYZ in Q1 2021 and has held it in 17 quarters since. The position peaked at $2.09M in Q3 2021. 986 funds tracked by Wall St. Rank hold XYZ as of Q1 2026.

  • NewEdge Wealth held 10,376 shares of Block Inc worth $624K as of Q1 2026.
  • NewEdge Wealth sold 3,643 Block Inc shares in Q1 2026, an estimated $222K.
  • Block Inc made up 0.01% of NewEdge Wealth's portfolio in Q1 2026, its #750 holding.
  • NewEdge Wealth first reported a position in Block Inc in Q1 2021 and has held it in 17 quarters since.
  • NewEdge Wealth's Block Inc position peaked at $2.09M in Q3 2021.
  • 986 funds tracked by Wall St. Rank held Block Inc as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.