CWP
XYZ

Clark Wealth Partners’s Block Inc XYZ Stock Holding History

Clark Wealth Partners’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 		$608 Hold
8
– – ﹤0.01% 517
2026
Q1 		$482 Buy
+8
New +$486 ﹤0.01% 564
2025
Q1 		– Sell
-26
Closed -$2.21K – 618
2024
Q4 		$2.21K Buy
+26
New +$2.13K ﹤0.01% 339

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

Clark Wealth Partners's XYZ Position: Q2 2026 in Review

Clark Wealth Partners held its Block Inc (XYZ) position steady in Q2 2026 at 8 shares worth $608. The position accounts for ﹤0.01% of the portfolio, ranked #517.

Clark Wealth Partners first reported a position in XYZ in Q4 2024 and has held it in 3 quarters since. The position peaked at $2.21K in Q4 2024. 1,012 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • Clark Wealth Partners held 8 shares of Block Inc worth $608 as of Q2 2026.
  • Clark Wealth Partners left its Block Inc share count unchanged in Q2 2026.
  • Block Inc made up ﹤0.01% of Clark Wealth Partners's portfolio in Q2 2026, its #517 holding.
  • Clark Wealth Partners first reported a position in Block Inc in Q4 2024 and has held it in 3 quarters since.
  • Clark Wealth Partners's Block Inc position peaked at $2.21K in Q4 2024.
  • 1,012 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on Clark Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.