HWP
XYZ

Highline Wealth Partners’s Block Inc XYZ Stock Holding History

Highline 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 		$13.8K Buy
182
+12
+7% +$844 ﹤0.01% 473
2026
Q1 		$10.2K Buy
170
+115
+209% +$6.99K ﹤0.01% 444
2025
Q4 		$3.58K Sell
55
-40
-42% -$2.76K ﹤0.01% 668
2025
Q3 		$6.87K Buy
95
+45
+90% +$3.37K ﹤0.01% 495
2025
Q2 		$3.4K Buy
50
+29
+138% +$1.69K ﹤0.01% 537
2025
Q1 		$1.14K Sell
21
-17
-45% -$1.27K ﹤0.01% 725
2024
Q4 		$3.23K Sell
38
-47
-55% -$3.86K ﹤0.01% 403
2024
Q3 		$5.71K Sell
85
-38
-31% -$2.46K ﹤0.01% 322
2024
Q2 		$7.93K Buy
123
+3
+3% +$210 ﹤0.01% 243
2024
Q1 		$10.2K Buy
120
+40
+50% +$2.89K ﹤0.01% 229
2023
Q4 		$6.19K Hold
80
– – ﹤0.01% 234
2023
Q3 		$3.54K Hold
80
– – ﹤0.01% 242
2023
Q2 		$5.33K Hold
80
– – ﹤0.01% 179
2023
Q1 		$5.49K Hold
80
– – ﹤0.01% 176
2022
Q4 		$5.03K Hold
80
– – ﹤0.01% 175
2022
Q3 		$4.4K Buy
+80
New +$5.66K ﹤0.01% 170

Other funds holding XYZ

HAM
Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

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

Highline Wealth Partners increased its Block Inc (XYZ) stake by 7.1% in Q2 2026, buying an estimated $844 and bringing the position to 182 shares worth $13.8K. The position accounts for ﹤0.01% of the portfolio, ranked #473.

Highline Wealth Partners first reported a position in XYZ in Q3 2022 and has held it in 16 quarters since. 144 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • Highline Wealth Partners held 182 shares of Block Inc worth $13.8K as of Q2 2026.
  • Highline Wealth Partners bought 12 Block Inc shares in Q2 2026, an estimated $844.
  • Block Inc made up ﹤0.01% of Highline Wealth Partners's portfolio in Q2 2026, its #473 holding.
  • Highline Wealth Partners first reported a position in Block Inc in Q3 2022 and has held it in 16 quarters since.
  • 144 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on Highline Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.