API
XYZ

Asset Planning Inc’s Block Inc XYZ Stock Holding History

Asset Planning Inc’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
Q1 		$13.7K Sell
227
-400
-64% -$24.3K 0.01% 229
2025
Q4 		$40.8K Hold
627
– – 0.03% 160
2025
Q3 		$45.3K Hold
627
– – 0.03% 153
2025
Q2 		$42.6K Hold
627
– – 0.03% 156
2025
Q1 		$34.1K Sell
627
-26
-4% -$1.94K 0.03% 173
2024
Q4 		$55.5K Buy
+653
New +$53.6K 0.04% 138

Other funds holding XYZ

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Asset Planning Inc's XYZ Position: Q1 2026 in Review

Asset Planning Inc reduced its Block Inc (XYZ) stake by 64% in Q1 2026, selling an estimated $24.3K and leaving 227 shares worth $13.7K. The position accounts for 0.01% of the portfolio, ranked #229.

Asset Planning Inc first reported a position in XYZ in Q4 2024 and has held it in 6 quarters since. The position peaked at $55.5K in Q4 2024. 986 funds tracked by Wall St. Rank hold XYZ as of Q1 2026.

  • Asset Planning Inc held 227 shares of Block Inc worth $13.7K as of Q1 2026.
  • Asset Planning Inc sold 400 Block Inc shares in Q1 2026, an estimated $24.3K.
  • Block Inc made up 0.01% of Asset Planning Inc's portfolio in Q1 2026, its #229 holding.
  • Asset Planning Inc first reported a position in Block Inc in Q4 2024 and has held it in 6 quarters since.
  • Asset Planning Inc's Block Inc position peaked at $55.5K in Q4 2024.
  • 986 funds tracked by Wall St. Rank held Block Inc as of Q1 2026.

Based on Asset Planning Inc's 13F filing for Q1 2026, filed 23 Apr 2026.