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Soltis Investment Advisors’s Block Inc XYZ Stock Holding History

Soltis 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 		$347K Buy
4,571
+829
+22% +$58.3K 0.02% 447
2026
Q1 		$225K Buy
3,742
+409
+12% +$24.9K 0.01% 520
2025
Q4 		$217K Sell
3,333
-1
-0% -$69 0.01% 488
2025
Q3 		$241K Buy
3,334
+317
+11% +$23.7K 0.02% 421
2025
Q2 		$205K Buy
+3,017
New +$176K 0.02% 380
2025
Q1 		– Sell
-2,836
Closed -$241K – 402
2024
Q4 		$241K Buy
+2,836
New +$233K 0.02% 325

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 $3.38T AUM 44.17% 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

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

Soltis Investment Advisors increased its Block Inc (XYZ) stake by 22% in Q2 2026, buying an estimated $58.3K and bringing the position to 4,571 shares worth $347K. The position accounts for 0.02% of the portfolio, ranked #447.

Soltis Investment Advisors first reported a position in XYZ in Q4 2024 and has held it in 6 quarters since. 1,085 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • Soltis Investment Advisors held 4,571 shares of Block Inc worth $347K as of Q2 2026.
  • Soltis Investment Advisors bought 829 Block Inc shares in Q2 2026, an estimated $58.3K.
  • Block Inc made up 0.02% of Soltis Investment Advisors's portfolio in Q2 2026, its #447 holding.
  • Soltis Investment Advisors first reported a position in Block Inc in Q4 2024 and has held it in 6 quarters since.
  • 1,085 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on Soltis Investment Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.