VWM
XYZ

Vermillion Wealth Management’s Block Inc XYZ Stock Holding History

Vermillion Wealth 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 		– Sell
-24
Closed -$1.44K – 2527
2026
Q1 		$1.44K Buy
24
+18
+300% +$1.09K ﹤0.01% 733
2025
Q4 		$391 Hold
6
– – ﹤0.01% 578
2025
Q3 		$434 Hold
6
– – ﹤0.01% 1484
2025
Q2 		$408 Hold
6
– – ﹤0.01% 500
2025
Q1 		$326 Hold
6
– – ﹤0.01% 1271
2024
Q4 		$510 Buy
+6
New +$492 ﹤0.01% 501

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

Vermillion Wealth Management's XYZ Position: Q2 2026 in Review

Vermillion Wealth Management sold out of Block Inc (XYZ) in Q2 2026, closing a stake of 24 shares — an estimated $1.44K sold.

Vermillion Wealth Management first reported a position in XYZ in Q4 2024 and held it in 6 quarters. The position peaked at $1.44K in Q1 2026. 1,080 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • Vermillion Wealth Management reported no remaining Block Inc position as of Q2 2026 after selling out during the quarter.
  • Vermillion Wealth Management sold 24 Block Inc shares in Q2 2026, an estimated $1.44K.
  • Vermillion Wealth Management first reported a position in Block Inc in Q4 2024 and held it in 6 quarters.
  • Vermillion Wealth Management's Block Inc position peaked at $1.44K in Q1 2026.
  • 1,080 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

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