WIA
XYZ

World Investment Advisors’s Block Inc XYZ Stock Holding History

World Investment 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 		– Sell
-3,825
Closed -$230K – 1616
2026
Q1 		$230K Buy
3,825
+287
+8% +$17.5K ﹤0.01% 1418
2025
Q4 		$230K Buy
+3,538
New +$244K ﹤0.01% 1316
2022
Q2 		– Sell
-1,632
Closed -$221K – 297
2022
Q1 		$221K Buy
+1,632
New +$198K 0.05% 242
2021
Q4 		– Sell
-904
Closed -$217K – 289
2021
Q3 		$217K Buy
904
+43
+5% +$11K 0.05% 231
2021
Q2 		$210K Buy
+861
New +$200K 0.05% 234
2021
Q1 		– Sell
-763
Closed -$208K – 251
2020
Q4 		$208K Buy
+763
New +$149K 0.05% 217

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

World Investment Advisors's XYZ Position: Q2 2026 in Review

World Investment Advisors sold out of Block Inc (XYZ) in Q2 2026, closing a stake of 3,825 shares — an estimated $230K sold.

World Investment Advisors first reported a position in XYZ in Q4 2020 and held it in 6 quarters. The position peaked at $230K in Q4 2025. 1,078 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • World Investment Advisors reported no remaining Block Inc position as of Q2 2026 after selling out during the quarter.
  • World Investment Advisors sold 3,825 Block Inc shares in Q2 2026, an estimated $230K.
  • World Investment Advisors first reported a position in Block Inc in Q4 2020 and held it in 6 quarters.
  • World Investment Advisors's Block Inc position peaked at $230K in Q4 2025.
  • 1,078 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.