NovaPoint Capital’s Block Inc XYZ Stock Holding History

NovaPoint Capital’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	$265K	Buy	+3,493	New	+$246K	0.06%	139
2025 Q4	–	Sell	-2,857	Closed	-$206K	–	146
2025 Q3	$206K	Buy	+2,857	New	+$214K	0.05%	142
2022 Q2	–	Sell	-2,578	Closed	-$350K	–	142
2022 Q1	$350K	Buy	2,578 +696	+37%	+$84.3K	0.13%	97
2021 Q4	$304K	Buy	1,882 +490	+35%	+$106K	0.11%	104
2021 Q3	$334K	Buy	1,392 +37	+3%	+$9.5K	0.13%	97
2021 Q2	$330K	Buy	1,355 +65	+5%	+$15.1K	0.14%	90
2021 Q1	$293K	Buy	1,290 +73	+6%	+$17.1K	0.14%	92
2020 Q4	$265K	Buy	+1,217	New	+$237K	0.14%	94

Other funds holding XYZ

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

NovaPoint Capital's XYZ Position: Q2 2026 in Review

NovaPoint Capital opened a new position in Block Inc (XYZ) in Q2 2026: 3,493 shares worth $265K. The stake represents 0.06% of the portfolio and ranks #139 among its holdings. This is a return to the name: NovaPoint Capital previously reported a position in XYZ as recently as Q3 2025.

NovaPoint Capital first reported a position in XYZ in Q4 2020 and has held it in 8 quarters since. The position peaked at $350K in Q1 2022. 1,085 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

NovaPoint Capital held 3,493 shares of Block Inc worth $265K as of Q2 2026.
Block Inc was a new NovaPoint Capital position in Q2 2026.
Block Inc made up 0.06% of NovaPoint Capital's portfolio in Q2 2026, its #139 holding.
NovaPoint Capital first reported a position in Block Inc in Q4 2020 and has held it in 8 quarters since.
NovaPoint Capital's Block Inc position peaked at $350K in Q1 2022.
1,085 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on NovaPoint Capital's 13F filing for Q2 2026, filed 6 Aug 2026.