PGWM
XYZ

Pitti Group Wealth Management’s Block Inc XYZ Stock Holding History

Pitti Group 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 		$303K Sell
3,987
-76
-2% -$5.34K 0.22% 60
2026
Q1 		$245K Buy
4,063
+25
+0.6% +$1.52K 0.2% 65
2025
Q4 		$263K Buy
4,038
+24
+0.6% +$1.66K 0.22% 61
2025
Q3 		$290K Sell
4,014
-215
-5% -$16.1K 0.25% 56
2025
Q2 		$287K Buy
4,229
+131
+3% +$7.62K 0.25% 59
2025
Q1 		$223K Sell
4,098
-33
-0.8% -$2.46K 0.23% 68
2024
Q4 		$351K Sell
4,131
-608
-13% -$49.9K 0.36% 54
2024
Q3 		$367K Hold
4,739
– – 0.4% 46
2024
Q2 		$367K Buy
4,739
+301
+7% +$21.1K 0.4% 46
2024
Q1 		$355K Sell
4,438
-301
-6% -$21.8K 0.4% 46
2023
Q4 		$367K Sell
4,739
-530
-10% -$30K 0.4% 46
2023
Q3 		$233K Buy
5,269
+377
+8% +$23.3K 0.27% 60
2023
Q2 		$326K Buy
4,892
+392
+9% +$24.5K 0.36% 52
2023
Q1 		$309K Buy
4,500
+3
+0.1% +$225 0.34% 56
2022
Q4 		$283K Buy
+4,497
New +$277K 0.34% 58
2022
Q2 		– Sell
-2,587
Closed -$351K – 70
2022
Q1 		$351K Buy
2,587
+373
+17% +$45.2K 0.41% 50
2021
Q4 		$358K Buy
+2,214
New +$480K 0.4% 57

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

Pitti Group Wealth Management's XYZ Position: Q2 2026 in Review

Pitti Group Wealth Management reduced its Block Inc (XYZ) stake by 1.9% in Q2 2026, selling an estimated $5.34K and leaving 3,987 shares worth $303K. The position accounts for 0.22% of the portfolio, ranked #60.

Pitti Group Wealth Management first reported a position in XYZ in Q4 2021 and has held it in 17 quarters since. The position peaked at $367K in Q3 2024. 1,078 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • Pitti Group Wealth Management held 3,987 shares of Block Inc worth $303K as of Q2 2026.
  • Pitti Group Wealth Management sold 76 Block Inc shares in Q2 2026, an estimated $5.34K.
  • Block Inc made up 0.22% of Pitti Group Wealth Management's portfolio in Q2 2026, its #60 holding.
  • Pitti Group Wealth Management first reported a position in Block Inc in Q4 2021 and has held it in 17 quarters since.
  • Pitti Group Wealth Management's Block Inc position peaked at $367K in Q3 2024.
  • 1,078 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on Pitti Group Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.