QWM
XYZ

Quaker Wealth Management’s Block Inc XYZ Stock Holding History

Quaker 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 		$988 Buy
13
+2
+18% +$141 ﹤0.01% 579
2026
Q1 		$662 Hold
11
– – ﹤0.01% 638
2025
Q4 		$716 Buy
11
+1
+10% +$69 ﹤0.01% 609
2025
Q3 		$723 Hold
10
– – ﹤0.01% 519
2025
Q2 		$680 Buy
+10
New +$582 ﹤0.01% 547

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

Quaker Wealth Management's XYZ Position: Q2 2026 in Review

Quaker Wealth Management increased its Block Inc (XYZ) stake by 18% in Q2 2026, buying an estimated $141 and bringing the position to 13 shares worth $988. The position accounts for ﹤0.01% of the portfolio, ranked #579.

Quaker Wealth Management first reported a position in XYZ in Q2 2025 and has held it in 5 quarters since. 1,080 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • Quaker Wealth Management held 13 shares of Block Inc worth $988 as of Q2 2026.
  • Quaker Wealth Management bought 2 Block Inc shares in Q2 2026, an estimated $141.
  • Block Inc made up ﹤0.01% of Quaker Wealth Management's portfolio in Q2 2026, its #579 holding.
  • Quaker Wealth Management first reported a position in Block Inc in Q2 2025 and has held it in 5 quarters since.
  • 1,080 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on Quaker Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.