NWM
XYZ

Nova Wealth Management’s Block Inc XYZ Stock Holding History

Nova 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 		– Sell
-196
Closed -$11.8K – 620
2026
Q1 		$11.8K Hold
196
– – 0.01% 351
2025
Q4 		$12.8K Hold
196
– – 0.01% 330
2025
Q3 		$14.2K Sell
196
-106
-35% -$7.93K 0.01% 323
2025
Q2 		$20.5K Sell
302
-6
-2% -$349 0.02% 307
2025
Q1 		$16.7K Buy
308
+23
+8% +$1.72K 0.01% 302
2024
Q4 		$24.2K Buy
+285
New +$23.4K 0.02% 223

Other funds holding XYZ

HAM
Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
BCM
Bourgeon Capital Management Darien, Connecticut $679M AUM 50.89% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

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

Nova Wealth Management sold out of Block Inc (XYZ) in Q2 2026, closing a stake of 196 shares — an estimated $11.8K sold.

Nova Wealth Management first reported a position in XYZ in Q4 2024 and held it in 6 quarters. The position peaked at $24.2K in Q4 2024. 195 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • Nova Wealth Management reported no remaining Block Inc position as of Q2 2026 after selling out during the quarter.
  • Nova Wealth Management sold 196 Block Inc shares in Q2 2026, an estimated $11.8K.
  • Nova Wealth Management first reported a position in Block Inc in Q4 2024 and held it in 6 quarters.
  • Nova Wealth Management's Block Inc position peaked at $24.2K in Q4 2024.
  • 195 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

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