TWD
XYZ

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
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

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

True Wealth Design's XYZ Position: Q2 2026 in Review

True Wealth Design increased its Block Inc (XYZ) stake by 104% in Q2 2026, buying an estimated $16.6K and bringing the position to 463 shares worth $35.2K. The position accounts for 0.01% of the portfolio, ranked #618.

True Wealth Design first reported a position in XYZ in Q4 2022 and has held it in 15 quarters since. The position peaked at $42.6K in Q4 2024. 1,078 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • True Wealth Design held 463 shares of Block Inc worth $35.2K as of Q2 2026.
  • True Wealth Design bought 236 Block Inc shares in Q2 2026, an estimated $16.6K.
  • Block Inc made up 0.01% of True Wealth Design's portfolio in Q2 2026, its #618 holding.
  • True Wealth Design first reported a position in Block Inc in Q4 2022 and has held it in 15 quarters since.
  • True Wealth Design's Block Inc position peaked at $42.6K in Q4 2024.
  • 1,078 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.