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True Wealth Design’s Block Inc XYZ Stock Holding History

True Wealth Design’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
Q3 		$40K Buy
544
+81
+17% +$6.45K 0.01% 587
2026
Q2 		$35.2K Buy
463
+236
+104% +$16.6K 0.01% 618
2026
Q1 		$13.7K Buy
227
+163
+255% +$9.91K ﹤0.01% 865
2025
Q4 		$4.14K Sell
64
-2
-3% -$138 ﹤0.01% 1169
2025
Q3 		$4.78K Buy
66
+10
+18% +$749 ﹤0.01% 1094
2025
Q2 		$3.77K Buy
56
+38
+211% +$2.21K ﹤0.01% 921
2025
Q1 		$951 Sell
18
-484
-96% -$36.1K ﹤0.01% 1280
2024
Q4 		$42.6K Buy
502
+8
+2% +$656 0.02% 195
2024
Q3 		$33.2K Buy
494
+194
+65% +$12.5K 0.01% 221
2024
Q2 		$19.3K Hold
300
– – ﹤0.01% 213
2024
Q1 		$25.4K Hold
300
– – 0.01% 199
2023
Q4 		$23.2K Hold
300
– – 0.01% 195
2023
Q3 		$13.3K Hold
300
– – ﹤0.01% 195
2023
Q2 		$20K Hold
300
– – 0.01% 186
2023
Q1 		$20.6K Sell
300
-1
-0.3% -$75 0.01% 200
2022
Q4 		$18.9K Buy
+301
New +$18.6K 0.01% 190

Other funds holding XYZ

CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FFM
Fisher Funds Management Auckland, New Zealand $3.44B AUM 17.27% 1-Year Est. Return
YWM
Yoder Wealth Management Walnut Creek, California $265M AUM 16.95% 1-Year Est. Return
UIA
Ulland Investment Advisors Minneapolis, Minnesota $142M AUM 22.97% 1-Year Est. Return
CC
Chicago Capital Chicago, Illinois $4.32B AUM 31.14% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return
WFC
Western Financial Corp San Diego, California $300M AUM 87.13% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

True Wealth Design's XYZ Position: Q3 2026 in Review

True Wealth Design increased its Block Inc (XYZ) stake by 17% in Q3 2026, buying an estimated $6.45K and bringing the position to 544 shares worth $40K. The position accounts for 0.01% of the portfolio, ranked #587.

True Wealth Design first reported a position in XYZ in Q4 2022 and has held it in 16 quarters since. The position peaked at $42.6K in Q4 2024. 71 funds tracked by Wall St. Rank hold XYZ as of Q3 2026.

  • True Wealth Design held 544 shares of Block Inc worth $40K as of Q3 2026.
  • True Wealth Design bought 81 Block Inc shares in Q3 2026, an estimated $6.45K.
  • Block Inc made up 0.01% of True Wealth Design's portfolio in Q3 2026, its #587 holding.
  • True Wealth Design first reported a position in Block Inc in Q4 2022 and has held it in 16 quarters since.
  • True Wealth Design's Block Inc position peaked at $42.6K in Q4 2024.
  • 71 funds tracked by Wall St. Rank held Block Inc as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.