EWP
XYZ

Elevation Wealth Partners’s Block Inc XYZ Stock Holding History

Elevation 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 		$29.6K Buy
389
+292
+301% +$20.5K 0.01% 453
2026
Q1 		$5.84K Buy
+97
New +$5.9K ﹤0.01% 667
2025
Q4 		– Sell
-34
Closed -$2.46K – 1041
2025
Q3 		$2.46K Buy
+34
New +$2.54K ﹤0.01% 611

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

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

Elevation Wealth Partners increased its Block Inc (XYZ) stake by 301% in Q2 2026, buying an estimated $20.5K and bringing the position to 389 shares worth $29.6K. The position accounts for 0.01% of the portfolio, ranked #453.

Elevation Wealth Partners first reported a position in XYZ in Q3 2025 and has held it in 3 quarters since. 1,080 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • Elevation Wealth Partners held 389 shares of Block Inc worth $29.6K as of Q2 2026.
  • Elevation Wealth Partners bought 292 Block Inc shares in Q2 2026, an estimated $20.5K.
  • Block Inc made up 0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #453 holding.
  • Elevation Wealth Partners first reported a position in Block Inc in Q3 2025 and has held it in 3 quarters since.
  • 1,080 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.