Vision Retirement’s Block Inc XYZ Stock Holding History

Vision Retirement’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	$7.37K	Hold	97	–	–	﹤0.01%	475
2026 Q1	$5.84K	Hold	97	–	–	﹤0.01%	469
2025 Q4	$6.31K	Buy	+97	New	+$6.69K	﹤0.01%	454

Other funds holding XYZ

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Vision Retirement's XYZ Position: Q2 2026 in Review

Vision Retirement held its Block Inc (XYZ) position steady in Q2 2026 at 97 shares worth $7.37K. The position accounts for ﹤0.01% of the portfolio, ranked #475.

Vision Retirement first reported a position in XYZ in Q4 2025 and has held it in 3 quarters since. 1,012 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

Vision Retirement held 97 shares of Block Inc worth $7.37K as of Q2 2026.
Vision Retirement left its Block Inc share count unchanged in Q2 2026.
Block Inc made up ﹤0.01% of Vision Retirement's portfolio in Q2 2026, its #475 holding.
Vision Retirement first reported a position in Block Inc in Q4 2025 and has held it in 3 quarters since.
1,012 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on Vision Retirement's 13F filing for Q2 2026, filed 21 Jul 2026.