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WPG Advisers’s Block Inc XYZ Stock Holding History

WPG Advisers’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 		$1.82K Hold
24
– – ﹤0.01% 1220
2026
Q1 		$1.44K Sell
24
-4
-14% -$243 ﹤0.01% 1167
2025
Q4 		$1.82K Hold
28
– – ﹤0.01% 1157
2025
Q3 		$2.02K Hold
28
– – ﹤0.01% 1135
2025
Q2 		$1.9K Sell
28
-119
-81% -$6.92K ﹤0.01% 1126
2025
Q1 		$7.99K Buy
147
+105
+250% +$7.84K 0.01% 712
2024
Q4 		$3.57K Buy
+42
New +$3.45K ﹤0.01% 920

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 $3.38T AUM 44.17% 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

WPG Advisers's XYZ Position: Q2 2026 in Review

WPG Advisers held its Block Inc (XYZ) position steady in Q2 2026 at 24 shares worth $1.82K. The position accounts for ﹤0.01% of the portfolio, ranked #1220.

WPG Advisers first reported a position in XYZ in Q4 2024 and has held it in 7 quarters since. The position peaked at $7.99K in Q1 2025. 1,085 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • WPG Advisers held 24 shares of Block Inc worth $1.82K as of Q2 2026.
  • WPG Advisers left its Block Inc share count unchanged in Q2 2026.
  • Block Inc made up ﹤0.01% of WPG Advisers's portfolio in Q2 2026, its #1220 holding.
  • WPG Advisers first reported a position in Block Inc in Q4 2024 and has held it in 7 quarters since.
  • WPG Advisers's Block Inc position peaked at $7.99K in Q1 2025.
  • 1,085 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on WPG Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.