Tempus Wealth Planning’s Block Inc XYZ Stock Holding History

Tempus Wealth Planning’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	$203K	Buy	+2,675	New	+$188K	0.04%	276
2025 Q1	–	Sell	-2,510	Closed	-$213K	–	275
2024 Q4	$213K	Sell	2,510 -2,559	-50%	-$210K	0.07%	229
2024 Q3	$340K	Sell	5,069 -334	-6%	-$21.6K	0.12%	158
2024 Q2	$348K	Buy	5,403 +263	+5%	+$18.4K	0.15%	140
2024 Q1	$435K	Sell	5,140 -72	-1%	-$5.21K	0.19%	122
2023 Q4	$403K	Buy	+5,212	New	+$295K	0.18%	124
2023 Q3	–	Sell	-3,915	Closed	-$261K	–	195
2023 Q2	$261K	Buy	3,915 +466	+14%	+$29.1K	0.12%	150
2023 Q1	$237K	Sell	3,449 -1,107	-24%	-$82.9K	0.12%	153
2022 Q4	$286K	Buy	+4,556	New	+$281K	0.17%	134
2022 Q2	–	Sell	-3,138	Closed	-$426K	–	147
2022 Q1	$426K	Buy	+3,138	New	+$380K	0.3%	83

Other funds holding XYZ

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Tempus Wealth Planning's XYZ Position: Q2 2026 in Review

Tempus Wealth Planning opened a new position in Block Inc (XYZ) in Q2 2026: 2,675 shares worth $203K. The stake represents 0.04% of the portfolio and ranks #276 among its holdings. This is a return to the name: Tempus Wealth Planning previously reported a position in XYZ as recently as Q4 2024.

Tempus Wealth Planning first reported a position in XYZ in Q1 2022 and has held it in 10 quarters since. The position peaked at $435K in Q1 2024. 1,078 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

Tempus Wealth Planning held 2,675 shares of Block Inc worth $203K as of Q2 2026.
Block Inc was a new Tempus Wealth Planning position in Q2 2026.
Block Inc made up 0.04% of Tempus Wealth Planning's portfolio in Q2 2026, its #276 holding.
Tempus Wealth Planning first reported a position in Block Inc in Q1 2022 and has held it in 10 quarters since.
Tempus Wealth Planning's Block Inc position peaked at $435K in Q1 2024.
1,078 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on Tempus Wealth Planning's 13F filing for Q2 2026, filed 22 Jul 2026.