UAG
XYZ

United Advisor Group’s Block Inc XYZ Stock Holding History

United Advisor Group’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 		$504K Sell
6,632
-50
-0.7% -$3.52K 0.05% 315
2026
Q1 		$402K Sell
6,682
-3,908
-37% -$238K 0.05% 332
2025
Q4 		$689K Sell
10,590
-1,661
-14% -$115K 0.09% 231
2025
Q3 		$885K Buy
+12,251
New +$917K 0.12% 180
2025
Q1 		– Sell
-25,601
Closed -$2.18M – 395
2024
Q4 		$2.18M Sell
25,601
-298
-1% -$24.4K 0.43% 60
2024
Q3 		$1.74M Buy
+25,899
New +$1.67M 0.39% 65

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

United Advisor Group's XYZ Position: Q2 2026 in Review

United Advisor Group reduced its Block Inc (XYZ) stake by 0.75% in Q2 2026, selling an estimated $3.52K and leaving 6,632 shares worth $504K. The position accounts for 0.05% of the portfolio, ranked #315.

United Advisor Group first reported a position in XYZ in Q3 2024 and has held it in 6 quarters since. The position peaked at $2.18M in Q4 2024. 1,080 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • United Advisor Group held 6,632 shares of Block Inc worth $504K as of Q2 2026.
  • United Advisor Group sold 50 Block Inc shares in Q2 2026, an estimated $3.52K.
  • Block Inc made up 0.05% of United Advisor Group's portfolio in Q2 2026, its #315 holding.
  • United Advisor Group first reported a position in Block Inc in Q3 2024 and has held it in 6 quarters since.
  • United Advisor Group's Block Inc position peaked at $2.18M in Q4 2024.
  • 1,080 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.