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 Q2	$1.84M	Hold	22,649	–	–	0.59%	34
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

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Weinberger Asset Management's XYZ Position: Q2 2026 in Review

Weinberger Asset Management held its Block Inc (XYZ) position steady in Q2 2026 at 22,649 shares worth $1.84M. The position accounts for 0.59% of the portfolio, ranked #34.

Weinberger Asset Management first reported a position in XYZ in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.93M in Q4 2024. 1,080 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

Weinberger Asset Management held 22,649 shares of Block Inc worth $1.84M as of Q2 2026.
Weinberger Asset Management left its Block Inc share count unchanged in Q2 2026.
Block Inc made up 0.59% of Weinberger Asset Management's portfolio in Q2 2026, its #34 holding.
Weinberger Asset Management first reported a position in Block Inc in Q2 2022 and has held it in 17 quarters since.
Weinberger Asset Management's Block Inc position peaked at $1.93M in Q4 2024.
1,080 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on Weinberger Asset Management's 13F filing for Q2 2026, filed 5 Aug 2026.