TopTier Wealth Management’s Block Inc XYZ Stock Holding History

TopTier 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 Q2	–	Sell	-7	Closed	-$421	–	782
2026 Q1	$421	Buy	+7	New	+$426	﹤0.01%	625

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

TopTier Wealth Management's XYZ Position: Q2 2026 in Review

TopTier Wealth Management sold out of Block Inc (XYZ) in Q2 2026, closing a stake of 7 shares — an estimated $421 sold.

TopTier Wealth Management first reported a position in XYZ in Q1 2026 and held it in 1 quarter. The position peaked at $421 in Q1 2026. 1,078 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

TopTier Wealth Management reported no remaining Block Inc position as of Q2 2026 after selling out during the quarter.
TopTier Wealth Management sold 7 Block Inc shares in Q2 2026, an estimated $421.
TopTier Wealth Management first reported a position in Block Inc in Q1 2026 and held it in 1 quarter.
TopTier Wealth Management's Block Inc position peaked at $421 in Q1 2026.
1,078 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on TopTier Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.