SWA
XYZ

Stratos Wealth Advisors’s Block Inc XYZ Stock Holding History

Stratos Wealth 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
Q1 		$377K Sell
6,265
-1,919
-23% -$117K 0.02% 443
2025
Q4 		$533K Sell
8,184
-115
-1% -$7.93K 0.03% 419
2025
Q3 		$600K Sell
8,299
-15
-0.2% -$1.12K 0.03% 417
2025
Q2 		$565K Buy
8,314
+10
+0.1% +$582 0.03% 430
2025
Q1 		$451K Sell
8,304
-1,288
-13% -$96.1K 0.02% 456
2024
Q4 		$815K Sell
9,592
-1,076
-10% -$88.3K 0.04% 366
2024
Q3 		$716K Buy
10,668
+95
+0.9% +$6.14K 0.03% 418
2024
Q2 		$682K Sell
10,573
-351
-3% -$24.6K 0.03% 404
2024
Q1 		$924K Buy
10,924
+436
+4% +$31.5K 0.05% 343
2023
Q4 		$811K Buy
10,488
+691
+7% +$39.1K 0.05% 368
2023
Q3 		$434K Buy
+9,797
New +$607K 0.03% 451
2022
Q1 		– Sell
-1,383
Closed -$223K – 590
2021
Q4 		$223K Sell
1,383
-1,782
-56% -$386K 0.02% 514
2021
Q3 		$759K Sell
3,165
-118
-4% -$30.3K 0.06% 294
2021
Q2 		$800K Sell
3,283
-192
-6% -$44.5K 0.07% 274
2021
Q1 		$789K Buy
3,475
+488
+16% +$114K 0.08% 250
2020
Q4 		$650K Buy
2,987
+279
+10% +$54.4K 0.09% 213
2020
Q3 		$440K Buy
+2,708
New +$382K 0.11% 200

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 $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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

Stratos Wealth Advisors's XYZ Position: Q1 2026 in Review

Stratos Wealth Advisors reduced its Block Inc (XYZ) stake by 23% in Q1 2026, selling an estimated $117K and leaving 6,265 shares worth $377K. The position accounts for 0.02% of the portfolio, ranked #443.

Stratos Wealth Advisors first reported a position in XYZ in Q3 2020 and has held it in 17 quarters since. The position peaked at $924K in Q1 2024. 987 funds tracked by Wall St. Rank hold XYZ as of Q1 2026.

  • Stratos Wealth Advisors held 6,265 shares of Block Inc worth $377K as of Q1 2026.
  • Stratos Wealth Advisors sold 1,919 Block Inc shares in Q1 2026, an estimated $117K.
  • Block Inc made up 0.02% of Stratos Wealth Advisors's portfolio in Q1 2026, its #443 holding.
  • Stratos Wealth Advisors first reported a position in Block Inc in Q3 2020 and has held it in 17 quarters since.
  • Stratos Wealth Advisors's Block Inc position peaked at $924K in Q1 2024.
  • 987 funds tracked by Wall St. Rank held Block Inc as of Q1 2026.

Based on Stratos Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.