TCM
XYZ

Tradewinds Capital Management’s Block Inc XYZ Stock Holding History

Tradewinds Capital 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 		$15.2K Hold
200
– – ﹤0.01% 354
2026
Q1 		$12K Hold
200
– – ﹤0.01% 378
2025
Q4 		$13K Hold
200
– – ﹤0.01% 356
2025
Q3 		$14.5K Hold
200
– – ﹤0.01% 332
2025
Q2 		$13.6K Sell
200
-61
-23% -$3.55K ﹤0.01% 315
2025
Q1 		$14.2K Sell
261
-100
-28% -$7.46K ﹤0.01% 322
2024
Q4 		$30.7K Buy
361
+50
+16% +$4.1K 0.01% 244
2024
Q3 		$20.9K Buy
311
+100
+47% +$6.46K 0.01% 271
2024
Q2 		$13.6K Hold
211
– – ﹤0.01% 303
2024
Q1 		$17.8K Hold
211
– – ﹤0.01% 242
2023
Q4 		$16.3K Hold
211
– – 0.01% 208
2023
Q3 		$9.34K Hold
211
– – ﹤0.01% 242
2023
Q2 		$14K Hold
211
– – ﹤0.01% 209
2023
Q1 		$14.5K Hold
211
– – ﹤0.01% 209
2022
Q4 		$13.3K Hold
211
– – 0.01% 199
2022
Q3 		$12K Sell
211
-1
-0.5% -$71 ﹤0.01% 201
2022
Q2 		$13K Buy
212
+62
+41% +$5.67K ﹤0.01% 191
2022
Q1 		$20K Sell
150
-25
-14% -$3.03K ﹤0.01% 373
2021
Q4 		$28K Sell
175
-20
-10% -$4.33K ﹤0.01% 331
2021
Q3 		$47K Buy
195
+62
+47% +$15.9K 0.01% 253
2021
Q2 		$32K Buy
133
+5
+4% +$1.16K 0.01% 312
2021
Q1 		$29K Sell
128
-112
-47% -$26.2K 0.01% 309
2020
Q4 		$52K Buy
240
+130
+118% +$25.4K 0.01% 216
2020
Q3 		$18K Buy
110
+45
+69% +$6.35K ﹤0.01% 317
2020
Q2 		$7K Buy
+65
New +$4.98K ﹤0.01% 445
2019
Q3 		– Sell
-35
Closed -$3K – 654
2019
Q2 		$3K Hold
35
– – ﹤0.01% 509
2019
Q1 		$3K Sell
35
-10
-22% -$725 ﹤0.01% 515
2018
Q4 		$3K Buy
+45
New +$3.18K ﹤0.01% 534
2017
Q3 		– Sell
-150
Closed -$4K – 696
2017
Q2 		$4K Buy
+150
New +$3.1K ﹤0.01% 516

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

Tradewinds Capital Management's XYZ Position: Q2 2026 in Review

Tradewinds Capital Management held its Block Inc (XYZ) position steady in Q2 2026 at 200 shares worth $15.2K. The position accounts for ﹤0.01% of the portfolio, ranked #354.

Tradewinds Capital Management first reported a position in XYZ in Q2 2017 and has held it in 29 quarters since. The position peaked at $52K in Q4 2020. 1,078 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • Tradewinds Capital Management held 200 shares of Block Inc worth $15.2K as of Q2 2026.
  • Tradewinds Capital Management left its Block Inc share count unchanged in Q2 2026.
  • Block Inc made up ﹤0.01% of Tradewinds Capital Management's portfolio in Q2 2026, its #354 holding.
  • Tradewinds Capital Management first reported a position in Block Inc in Q2 2017 and has held it in 29 quarters since.
  • Tradewinds Capital Management's Block Inc position peaked at $52K in Q4 2020.
  • 1,078 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on Tradewinds Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.