WA
XYZ

Whipplewood Advisors’s Block Inc XYZ Stock Holding History

Whipplewood 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 		$760 Sell
10
-7
-41% -$492 ﹤0.01% 578
2026
Q1 		$1.02K Buy
+17
New +$1.03K ﹤0.01% 892
2025
Q3 		– Sell
-17
Closed -$1.16K – 1205
2025
Q2 		$1.16K Sell
17
-39,456
-100% -$2.3M ﹤0.01% 994
2025
Q1 		$14.5K Buy
39,473
+39,206
+14,684% +$2.93M 0.01% 501
2024
Q4 		$22.7K Buy
+267
New +$21.9K 0.01% 429

Other funds holding XYZ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
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

Whipplewood Advisors's XYZ Position: Q2 2026 in Review

Whipplewood Advisors reduced its Block Inc (XYZ) stake by 41% in Q2 2026, selling an estimated $492 and leaving 10 shares worth $760. The position accounts for ﹤0.01% of the portfolio, ranked #578.

Whipplewood Advisors first reported a position in XYZ in Q4 2024 and has held it in 5 quarters since. The position peaked at $22.7K in Q4 2024. 1,078 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • Whipplewood Advisors held 10 shares of Block Inc worth $760 as of Q2 2026.
  • Whipplewood Advisors sold 7 Block Inc shares in Q2 2026, an estimated $492.
  • Block Inc made up ﹤0.01% of Whipplewood Advisors's portfolio in Q2 2026, its #578 holding.
  • Whipplewood Advisors first reported a position in Block Inc in Q4 2024 and has held it in 5 quarters since.
  • Whipplewood Advisors's Block Inc position peaked at $22.7K in Q4 2024.
  • 1,078 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.