Wealthspire Advisors (New York)’s Block Inc XYZ Stock Holding History

Wealthspire Advisors (New York)’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 Q1	$408K	Buy	6,780 +1,344	+25%	+$81.7K	﹤0.01%	639
2025 Q4	$354K	Buy	5,436 +881	+19%	+$60.8K	﹤0.01%	733
2025 Q3	$329K	Buy	+4,555	New	+$341K	﹤0.01%	634
2021 Q4	–	Sell	-1,431	Closed	-$343K	–	637
2021 Q3	$343K	Buy	+1,431	New	+$368K	0.01%	435
2020 Q2	–	Sell	-5,910	Closed	-$310K	–	544
2020 Q1	$310K	Buy	+5,910	New	+$404K	0.01%	375
2019 Q1	–	Sell	-15	Closed	-$1K	–	835
2018 Q4	$1K	Buy	+15	New	+$1.06K	﹤0.01%	858

Other funds holding XYZ

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wealthspire Advisors (New York)'s XYZ Position: Q1 2026 in Review

Wealthspire Advisors (New York) increased its Block Inc (XYZ) stake by 25% in Q1 2026, buying an estimated $81.7K and bringing the position to 6,780 shares worth $408K. The position accounts for ﹤0.01% of the portfolio, ranked #639.

Wealthspire Advisors (New York) first reported a position in XYZ in Q4 2018 and has held it in 6 quarters since. 989 funds tracked by Wall St. Rank hold XYZ as of Q1 2026.

Wealthspire Advisors (New York) held 6,780 shares of Block Inc worth $408K as of Q1 2026.
Wealthspire Advisors (New York) bought 1,344 Block Inc shares in Q1 2026, an estimated $81.7K.
Block Inc made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #639 holding.
Wealthspire Advisors (New York) first reported a position in Block Inc in Q4 2018 and has held it in 6 quarters since.
989 funds tracked by Wall St. Rank held Block Inc as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.