SWM
XYZ

SHP Wealth Management’s Block Inc XYZ Stock Holding History

SHP 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
Q1 		$129K Buy
2,147
+951
+80% +$57.8K 0.01% 341
2025
Q4 		$77.8K Buy
+1,196
New +$82.5K 0.01% 393

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 $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $432B AUM 30.22% 1-Year Est. Return

SHP Wealth Management's XYZ Position: Q1 2026 in Review

SHP Wealth Management increased its Block Inc (XYZ) stake by 80% in Q1 2026, buying an estimated $57.8K and bringing the position to 2,147 shares worth $129K. The position accounts for 0.01% of the portfolio, ranked #341.

SHP Wealth Management first reported a position in XYZ in Q4 2025 and has held it in 2 quarters since. 989 funds tracked by Wall St. Rank hold XYZ as of Q1 2026.

  • SHP Wealth Management held 2,147 shares of Block Inc worth $129K as of Q1 2026.
  • SHP Wealth Management bought 951 Block Inc shares in Q1 2026, an estimated $57.8K.
  • Block Inc made up 0.01% of SHP Wealth Management's portfolio in Q1 2026, its #341 holding.
  • SHP Wealth Management first reported a position in Block Inc in Q4 2025 and has held it in 2 quarters since.
  • 989 funds tracked by Wall St. Rank held Block Inc as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.