WETS
XYZ

Wealth Enhancement Trust Services’s Block Inc XYZ Stock Holding History

Wealth Enhancement Trust Services’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 		$608 Sell
8
-33
-80% -$2.32K ﹤0.01% 1210
2026
Q1 		$2.47K Sell
41
-9
-18% -$547 ﹤0.01% 680
2025
Q4 		$3.25K Buy
+50
New +$3.45K ﹤0.01% 625

Other funds holding XYZ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
HAM
Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return

Wealth Enhancement Trust Services's XYZ Position: Q2 2026 in Review

Wealth Enhancement Trust Services reduced its Block Inc (XYZ) stake by 80% in Q2 2026, selling an estimated $2.32K and leaving 8 shares worth $608. The position accounts for ﹤0.01% of the portfolio, ranked #1210.

Wealth Enhancement Trust Services first reported a position in XYZ in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.25K in Q4 2025. 746 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • Wealth Enhancement Trust Services held 8 shares of Block Inc worth $608 as of Q2 2026.
  • Wealth Enhancement Trust Services sold 33 Block Inc shares in Q2 2026, an estimated $2.32K.
  • Block Inc made up ﹤0.01% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #1210 holding.
  • Wealth Enhancement Trust Services first reported a position in Block Inc in Q4 2025 and has held it in 3 quarters since.
  • Wealth Enhancement Trust Services's Block Inc position peaked at $3.25K in Q4 2025.
  • 746 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on Wealth Enhancement Trust Services's 13F filing for Q2 2026, filed 15 Jul 2026.