RIA
XYZ

Realta Investment Advisors’s Block Inc XYZ Stock Holding History

Realta Investment 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 		$279K Sell
3,670
-747
-17% -$52.5K 0.09% 180
2026
Q1 		$266K Sell
4,417
-147
-3% -$8.94K 0.09% 174
2025
Q4 		$297K Sell
4,564
-621
-12% -$42.8K 0.1% 163
2025
Q3 		$375K Sell
5,185
-423
-8% -$31.7K 0.13% 141
2025
Q2 		$381K Sell
5,608
-842
-13% -$49K 0.15% 128
2025
Q1 		$350K Sell
6,450
-467
-7% -$34.9K 0.16% 124
2024
Q4 		$637K Sell
6,917
-2,234
-24% -$183K 0.26% 80
2024
Q3 		$656K Sell
9,151
-1,195
-12% -$77.2K 0.3% 80
2024
Q2 		$667K Sell
10,346
-2,316
-18% -$162K 0.13% 176
2024
Q1 		$1.07M Sell
12,662
-4,944
-28% -$358K 0.22% 113
2023
Q4 		$1.36M Buy
17,606
+2,690
+18% +$152K 0.31% 72
2023
Q3 		$993K Sell
14,916
-200
-1% -$12.4K 0.23% 104
2023
Q2 		$1.01M Buy
15,116
+80
+0.5% +$5K 0.22% 108
2023
Q1 		$1.03M Sell
15,036
-1,387
-8% -$104K 0.25% 101
2022
Q4 		$1.03M Sell
16,423
-615
-4% -$37.9K 0.25% 98
2022
Q3 		$937K Buy
17,038
+174
+1% +$12.3K 0.25% 97
2022
Q2 		$1.08M Sell
16,864
-2,838
-14% -$259K 0.26% 88
2022
Q1 		$2.67M Sell
19,702
-2,531
-11% -$306K 0.53% 30
2021
Q4 		$3.59M Sell
22,233
-7,556
-25% -$1.64M 0.79% 18
2021
Q3 		$7.14M Buy
29,789
+1,009
+4% +$259K 1.68% 6
2021
Q2 		$7.02M Sell
28,780
-682
-2% -$158K 1.66% 7
2021
Q1 		$6.69M Buy
29,462
+1,679
+6% +$393K 1.76% 6
2020
Q4 		$6.05M Buy
27,783
+24,813
+835% +$4.84M 1.71% 7
2020
Q3 		$483K Sell
2,970
-582
-16% -$82.2K 0.16% 153
2020
Q2 		$373K Sell
3,552
-802
-18% -$61.4K 0.12% 207
2020
Q1 		$228K Sell
4,354
-2,778
-39% -$190K 0.1% 241
2019
Q4 		$491K Sell
7,132
-2,328
-25% -$149K 0.13% 187
2019
Q3 		$583K Buy
9,460
+3,886
+70% +$264K 0.16% 151
2019
Q2 		$407K Buy
5,574
+2,269
+69% +$159K 0.11% 205
2019
Q1 		$248K Buy
+3,305
New +$240K 0.11% 232

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

Realta Investment Advisors's XYZ Position: Q2 2026 in Review

Realta Investment Advisors reduced its Block Inc (XYZ) stake by 17% in Q2 2026, selling an estimated $52.5K and leaving 3,670 shares worth $279K. The position accounts for 0.09% of the portfolio, ranked #180.

Realta Investment Advisors first reported a position in XYZ in Q1 2019 and has held it in 30 quarters since. The position peaked at $7.14M in Q3 2021. 1,078 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • Realta Investment Advisors held 3,670 shares of Block Inc worth $279K as of Q2 2026.
  • Realta Investment Advisors sold 747 Block Inc shares in Q2 2026, an estimated $52.5K.
  • Block Inc made up 0.09% of Realta Investment Advisors's portfolio in Q2 2026, its #180 holding.
  • Realta Investment Advisors first reported a position in Block Inc in Q1 2019 and has held it in 30 quarters since.
  • Realta Investment Advisors's Block Inc position peaked at $7.14M in Q3 2021.
  • 1,078 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on Realta Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.