PWAM
XYZ icon

Private Wealth Asset Management’s Block Inc XYZ Stock Holding History

Private Wealth Asset 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
Q1 		– Sell
-2
Closed -$130 – 1159
2025
Q4 		$130 Hold
2
– – ﹤0.01% 1064
2025
Q3 		$145 Hold
2
– – ﹤0.01% 1039
2025
Q2 		$136 Sell
2
-14
-88% -$815 ﹤0.01% 1044
2025
Q1 		$869 Buy
+16
New +$1.19K ﹤0.01% 917

Other funds holding XYZ

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.38T AUM 44.17% 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
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Private Wealth Asset Management's XYZ Position: Q1 2026 in Review

Private Wealth Asset Management sold out of Block Inc (XYZ) in Q1 2026, closing a stake of 2 shares — an estimated $130 sold.

Private Wealth Asset Management first reported a position in XYZ in Q1 2025 and held it in 4 quarters. The position peaked at $869 in Q1 2025. 995 funds tracked by Wall St. Rank hold XYZ as of Q1 2026.

  • Private Wealth Asset Management reported no remaining Block Inc position as of Q1 2026 after selling out during the quarter.
  • Private Wealth Asset Management sold 2 Block Inc shares in Q1 2026, an estimated $130.
  • Private Wealth Asset Management first reported a position in Block Inc in Q1 2025 and held it in 4 quarters.
  • Private Wealth Asset Management's Block Inc position peaked at $869 in Q1 2025.
  • 995 funds tracked by Wall St. Rank held Block Inc as of Q1 2026.

Based on Private Wealth Asset Management's 13F filing for Q1 2026, filed 6 May 2026.