RWS
XYZ

Retirement Wealth Solutions’s Block Inc XYZ Stock Holding History

Retirement Wealth Solutions’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 		$3.95K Buy
52
+8
+18% +$562 ﹤0.01% 400
2026
Q1 		$2.65K Buy
44
+36
+450% +$2.19K ﹤0.01% 445
2025
Q4 		$521 Sell
8
-13
-62% -$897 ﹤0.01% 673
2025
Q3 		$1.52K Buy
+21
New +$1.57K ﹤0.01% 479

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

Retirement Wealth Solutions's XYZ Position: Q2 2026 in Review

Retirement Wealth Solutions increased its Block Inc (XYZ) stake by 18% in Q2 2026, buying an estimated $562 and bringing the position to 52 shares worth $3.95K. The position accounts for ﹤0.01% of the portfolio, ranked #400.

Retirement Wealth Solutions first reported a position in XYZ in Q3 2025 and has held it in 4 quarters since. 1,080 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • Retirement Wealth Solutions held 52 shares of Block Inc worth $3.95K as of Q2 2026.
  • Retirement Wealth Solutions bought 8 Block Inc shares in Q2 2026, an estimated $562.
  • Block Inc made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q2 2026, its #400 holding.
  • Retirement Wealth Solutions first reported a position in Block Inc in Q3 2025 and has held it in 4 quarters since.
  • 1,080 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.