SW
XYZ

Simplicity Wealth’s Block Inc XYZ Stock Holding History

Simplicity Wealth’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 		$308K Buy
+4,048
New +$285K 0.01% 826
2024
Q3 		– Sell
-6,482
Closed -$418K – 1255
2024
Q2 		$418K Sell
6,482
-135
-2% -$9.44K 0.01% 829
2024
Q1 		$560K Buy
+6,617
New +$479K 0.01% 689

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

Simplicity Wealth's XYZ Position: Q2 2026 in Review

Simplicity Wealth opened a new position in Block Inc (XYZ) in Q2 2026: 4,048 shares worth $308K. The stake represents 0.01% of the portfolio and ranks #826 among its holdings. This is a return to the name: Simplicity Wealth previously reported a position in XYZ as recently as Q2 2024.

Simplicity Wealth first reported a position in XYZ in Q1 2024 and has held it in 3 quarters since. The position peaked at $560K in Q1 2024. 1,080 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • Simplicity Wealth held 4,048 shares of Block Inc worth $308K as of Q2 2026.
  • Block Inc was a new Simplicity Wealth position in Q2 2026.
  • Block Inc made up 0.01% of Simplicity Wealth's portfolio in Q2 2026, its #826 holding.
  • Simplicity Wealth first reported a position in Block Inc in Q1 2024 and has held it in 3 quarters since.
  • Simplicity Wealth's Block Inc position peaked at $560K in Q1 2024.
  • 1,080 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.