DWP
XYZ

Destiny Wealth Partners’s Block Inc XYZ Stock Holding History

Destiny 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
Q1 		$32.7K Buy
+544
New +$33.1K ﹤0.01% 525
2023
Q1 		– Sell
-22
Closed -$1.38K – 673
2022
Q4 		$1.38K Buy
+22
New +$1.36K ﹤0.01% 635

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

Destiny Wealth Partners's XYZ Position: Q1 2026 in Review

Destiny Wealth Partners opened a new position in Block Inc (XYZ) in Q1 2026: 544 shares worth $32.7K. The stake represents ﹤0.01% of the portfolio and ranks #525 among its holdings. This is a return to the name: Destiny Wealth Partners previously reported a position in XYZ as recently as Q4 2022.

Destiny Wealth Partners first reported a position in XYZ in Q4 2022 and has held it in 2 quarters since. 986 funds tracked by Wall St. Rank hold XYZ as of Q1 2026.

  • Destiny Wealth Partners held 544 shares of Block Inc worth $32.7K as of Q1 2026.
  • Block Inc was a new Destiny Wealth Partners position in Q1 2026.
  • Block Inc made up ﹤0.01% of Destiny Wealth Partners's portfolio in Q1 2026, its #525 holding.
  • Destiny Wealth Partners first reported a position in Block Inc in Q4 2022 and has held it in 2 quarters since.
  • 986 funds tracked by Wall St. Rank held Block Inc as of Q1 2026.

Based on Destiny Wealth Partners's 13F filing for Q1 2026, filed 11 May 2026.