NL
XYZ

NWAM LLC’s Block Inc XYZ Stock Holding History

NWAM LLC’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 		$1.59M Buy
20,968
+3,174
+18% +$223K 0.08% 244
2026
Q1 		$1.07M Buy
17,794
+1,043
+6% +$63.4K 0.06% 282
2025
Q4 		$1.09M Buy
16,751
+1,166
+7% +$80.4K 0.06% 261
2025
Q3 		$1.13M Buy
15,585
+2,329
+18% +$174K 0.06% 263
2025
Q2 		$903K Buy
+13,256
New +$771K 0.05% 284
2022
Q2 		– Sell
-1,937
Closed -$263K – 567
2022
Q1 		$263K Buy
1,937
+499
+35% +$60.4K 0.02% 453
2021
Q4 		$232K Buy
1,438
+79
+6% +$17.1K 0.02% 463
2021
Q3 		$326K Buy
1,359
+55
+4% +$14.1K 0.03% 389
2021
Q2 		$318K Buy
1,304
+193
+17% +$44.8K 0.03% 374
2021
Q1 		$252K Buy
1,111
+142
+15% +$33.2K 0.03% 416
2020
Q4 		$211K Buy
+969
New +$189K 0.02% 414

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

NWAM LLC's XYZ Position: Q2 2026 in Review

NWAM LLC increased its Block Inc (XYZ) stake by 18% in Q2 2026, buying an estimated $223K and bringing the position to 20,968 shares worth $1.59M. The position accounts for 0.08% of the portfolio, ranked #244.

NWAM LLC first reported a position in XYZ in Q4 2020 and has held it in 11 quarters since. 1,080 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • NWAM LLC held 20,968 shares of Block Inc worth $1.59M as of Q2 2026.
  • NWAM LLC bought 3,174 Block Inc shares in Q2 2026, an estimated $223K.
  • Block Inc made up 0.08% of NWAM LLC's portfolio in Q2 2026, its #244 holding.
  • NWAM LLC first reported a position in Block Inc in Q4 2020 and has held it in 11 quarters since.
  • 1,080 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on NWAM LLC's 13F filing for Q2 2026, filed 23 Jul 2026.