PWMG
XYZ

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

Private Wealth Management Group’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 		$602 Hold
10
– – ﹤0.01% 1352
2025
Q4 		$651 Hold
10
– – ﹤0.01% 1355
2025
Q3 		$723 Hold
10
– – ﹤0.01% 1360
2025
Q2 		$680 Hold
10
– – ﹤0.01% 1359
2025
Q1 		$544 Hold
10
– – ﹤0.01% 1388
2024
Q4 		$850 Hold
10
– – ﹤0.01% 1339
2024
Q3 		$672 Hold
10
– – ﹤0.01% 1374
2024
Q2 		$645 Hold
10
– – ﹤0.01% 1385
2024
Q1 		$846 Hold
10
– – ﹤0.01% 1320
2023
Q4 		$774 Buy
+10
New +$565 ﹤0.01% 1358

Other funds holding XYZ

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return