WAM
XYZ

Weinberger Asset Management’s Block Inc XYZ Stock Holding History

Weinberger Asset Management’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 		$1.36M Sell
22,649
-34
-0.1% -$2.07K 0.51% 39
2025
Q4 		$1.48M Buy
22,683
+37
+0.2% +$2.55K 0.53% 37
2025
Q3 		$1.64M Buy
22,646
+2
+0% +$150 0.59% 36
2025
Q2 		$1.54M Sell
22,644
-11
-0% -$640 0.59% 36
2025
Q1 		$1.23M Sell
22,655
-1
-0% -$75 0.53% 37
2024
Q4 		$1.93M Buy
22,656
+1
+0% +$82 0.8% 33
2024
Q3 		$1.52M Buy
22,655
+10
+0% +$646 0.65% 36
2024
Q2 		$1.46M Buy
22,645
+100
+0.4% +$7K 0.69% 34
2024
Q1 		$1.91M Buy
22,545
+2
+0% +$145 0.92% 29
2023
Q4 		$1.74M Buy
22,543
+1
+0% +$57 0.9% 27
2023
Q3 		$998K Sell
22,542
-92
-0.4% -$5.7K 0.57% 36
2023
Q2 		$1.51M Buy
22,634
+2
+0% +$125 0.83% 27
2023
Q1 		$1.55M Hold
22,632
– – 0.9% 26
2022
Q4 		$1.42M Hold
22,632
– – 0.87% 27
2022
Q3 		$1.24M Hold
22,632
– – 0.86% 26
2022
Q2 		$1.39M Buy
+22,632
New +$2.07M 0.92% 24

Other funds holding XYZ

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Weinberger Asset Management's XYZ Position: Q1 2026 in Review

Weinberger Asset Management reduced its Block Inc (XYZ) stake by 0.15% in Q1 2026, selling an estimated $2.07K and leaving 22,649 shares worth $1.36M. The position accounts for 0.51% of the portfolio, ranked #39.

Weinberger Asset Management first reported a position in XYZ in Q2 2022 and has held it in 16 quarters since. The position peaked at $1.93M in Q4 2024. 986 funds tracked by Wall St. Rank hold XYZ as of Q1 2026.

  • Weinberger Asset Management held 22,649 shares of Block Inc worth $1.36M as of Q1 2026.
  • Weinberger Asset Management sold 34 Block Inc shares in Q1 2026, an estimated $2.07K.
  • Block Inc made up 0.51% of Weinberger Asset Management's portfolio in Q1 2026, its #39 holding.
  • Weinberger Asset Management first reported a position in Block Inc in Q2 2022 and has held it in 16 quarters since.
  • Weinberger Asset Management's Block Inc position peaked at $1.93M in Q4 2024.
  • 986 funds tracked by Wall St. Rank held Block Inc as of Q1 2026.

Based on Weinberger Asset Management's 13F filing for Q1 2026, filed 8 May 2026.