WestEnd Advisors’s Block Inc XYZ Stock Holding History

WestEnd 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	$1.37K	Hold	18	–	–	﹤0.01%	232
2026 Q1	$1.08K	Hold	18	–	–	﹤0.01%	229
2025 Q4	$1.17K	Buy	18 +6	+50%	+$414	﹤0.01%	213
2025 Q3	$867	Buy	+12	New	+$898	﹤0.01%	250

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

WestEnd Advisors's XYZ Position: Q2 2026 in Review

WestEnd Advisors held its Block Inc (XYZ) position steady in Q2 2026 at 18 shares worth $1.37K. The position accounts for ﹤0.01% of the portfolio, ranked #232.

WestEnd Advisors first reported a position in XYZ in Q3 2025 and has held it in 4 quarters since. 1,080 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

WestEnd Advisors held 18 shares of Block Inc worth $1.37K as of Q2 2026.
WestEnd Advisors left its Block Inc share count unchanged in Q2 2026.
Block Inc made up ﹤0.01% of WestEnd Advisors's portfolio in Q2 2026, its #232 holding.
WestEnd Advisors first reported a position in Block Inc in Q3 2025 and has held it in 4 quarters since.
1,080 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on WestEnd Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.