VWM
XYZ

Valley Wealth Managers’s Block Inc XYZ Stock Holding History

Valley Wealth Managers’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 		$76K Buy
+1,000
New +$70.3K ﹤0.01% 207
2025
Q2 		– Sell
-165
Closed -$8.96K – 388
2025
Q1 		$8.96K Hold
165
– – ﹤0.01% 279
2024
Q4 		$14K Hold
165
– – ﹤0.01% 274
2024
Q3 		$11.1K Buy
+165
New +$10.7K ﹤0.01% 288
2022
Q4 		– Sell
-105
Closed -$6.48K – 470
2022
Q3 		$6K Buy
105
+5
+5% +$354 ﹤0.01% 346
2022
Q2 		$6K Buy
+100
New +$9.14K ﹤0.01% 353

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

Valley Wealth Managers's XYZ Position: Q2 2026 in Review

Valley Wealth Managers opened a new position in Block Inc (XYZ) in Q2 2026: 1,000 shares worth $76K. The stake represents ﹤0.01% of the portfolio and ranks #207 among its holdings. This is a return to the name: Valley Wealth Managers previously reported a position in XYZ as recently as Q1 2025.

Valley Wealth Managers first reported a position in XYZ in Q2 2022 and has held it in 6 quarters since. 1,080 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • Valley Wealth Managers held 1,000 shares of Block Inc worth $76K as of Q2 2026.
  • Block Inc was a new Valley Wealth Managers position in Q2 2026.
  • Block Inc made up ﹤0.01% of Valley Wealth Managers's portfolio in Q2 2026, its #207 holding.
  • Valley Wealth Managers first reported a position in Block Inc in Q2 2022 and has held it in 6 quarters since.
  • 1,080 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on Valley Wealth Managers's 13F filing for Q2 2026, filed 4 Aug 2026.