PWA
XYZ

Physician Wealth Advisors’s Block Inc XYZ Stock Holding History

Physician Wealth Advisors’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 		$18.6K Buy
245
+2
+0.8% +$141 ﹤0.01% 687
2026
Q1 		$14.6K Buy
243
+214
+738% +$13K ﹤0.01% 701
2025
Q4 		$1.9K Sell
29
-144
-83% -$9.93K ﹤0.01% 1313
2025
Q3 		$12.5K Buy
173
+104
+151% +$7.78K ﹤0.01% 695
2025
Q2 		$4.69K Hold
69
– – ﹤0.01% 818
2025
Q1 		$3.75K Sell
69
-1
-1% -$75 ﹤0.01% 782
2024
Q4 		$5.95K Buy
+70
New +$5.74K ﹤0.01% 703

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

Physician Wealth Advisors's XYZ Position: Q2 2026 in Review

Physician Wealth Advisors increased its Block Inc (XYZ) stake by 0.82% in Q2 2026, buying an estimated $141 and bringing the position to 245 shares worth $18.6K. The position accounts for ﹤0.01% of the portfolio, ranked #687.

Physician Wealth Advisors first reported a position in XYZ in Q4 2024 and has held it in 7 quarters since. 1,080 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • Physician Wealth Advisors held 245 shares of Block Inc worth $18.6K as of Q2 2026.
  • Physician Wealth Advisors bought 2 Block Inc shares in Q2 2026, an estimated $141.
  • Block Inc made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #687 holding.
  • Physician Wealth Advisors first reported a position in Block Inc in Q4 2024 and has held it in 7 quarters since.
  • 1,080 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.