Portus Wealth Advisors’s Block Inc XYZ Stock Holding History

Portus 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	–	Sell	-15	Closed	-$903	–	557
2026 Q1	$903	Buy	+15	New	+$912	﹤0.01%	413

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

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

Portus Wealth Advisors sold out of Block Inc (XYZ) in Q2 2026, closing a stake of 15 shares — an estimated $903 sold.

Portus Wealth Advisors first reported a position in XYZ in Q1 2026 and held it in 1 quarter. The position peaked at $903 in Q1 2026. 1,085 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

Portus Wealth Advisors reported no remaining Block Inc position as of Q2 2026 after selling out during the quarter.
Portus Wealth Advisors sold 15 Block Inc shares in Q2 2026, an estimated $903.
Portus Wealth Advisors first reported a position in Block Inc in Q1 2026 and held it in 1 quarter.
Portus Wealth Advisors's Block Inc position peaked at $903 in Q1 2026.
1,085 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on Portus Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.