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Waverly Advisors’s Block Inc XYZ Stock Holding History

Waverly Advisors’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 		$207K Buy
+2,722
New +$191K ﹤0.01% 1613
2025
Q1 		– Sell
-3,549
Closed -$302K – 1134
2024
Q4 		$302K Buy
+3,549
New +$291K ﹤0.01% 821

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 $3.38T AUM 44.17% 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

Waverly Advisors's XYZ Position: Q2 2026 in Review

Waverly Advisors opened a new position in Block Inc (XYZ) in Q2 2026: 2,722 shares worth $207K. The stake represents ﹤0.01% of the portfolio and ranks #1613 among its holdings. This is a return to the name: Waverly Advisors previously reported a position in XYZ as recently as Q4 2024.

Waverly Advisors first reported a position in XYZ in Q4 2024 and has held it in 2 quarters since. The position peaked at $302K in Q4 2024. 1,085 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • Waverly Advisors held 2,722 shares of Block Inc worth $207K as of Q2 2026.
  • Block Inc was a new Waverly Advisors position in Q2 2026.
  • Block Inc made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1613 holding.
  • Waverly Advisors first reported a position in Block Inc in Q4 2024 and has held it in 2 quarters since.
  • Waverly Advisors's Block Inc position peaked at $302K in Q4 2024.
  • 1,085 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.