WA
XYZ

Walsh & Associates’s Block Inc XYZ Stock Holding History

Walsh & Associates’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
-4
Closed -$241 – 305
2026
Q1 		$241 Buy
+4
New +$243 ﹤0.01% 264

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

Walsh & Associates's XYZ Position: Q2 2026 in Review

Walsh & Associates sold out of Block Inc (XYZ) in Q2 2026, closing a stake of 4 shares — an estimated $241 sold.

Walsh & Associates first reported a position in XYZ in Q1 2026 and held it in 1 quarter. The position peaked at $241 in Q1 2026. 1,071 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • Walsh & Associates reported no remaining Block Inc position as of Q2 2026 after selling out during the quarter.
  • Walsh & Associates sold 4 Block Inc shares in Q2 2026, an estimated $241.
  • Walsh & Associates first reported a position in Block Inc in Q1 2026 and held it in 1 quarter.
  • Walsh & Associates's Block Inc position peaked at $241 in Q1 2026.
  • 1,071 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on Walsh & Associates's 13F filing for Q2 2026, filed 21 Jul 2026.