IPW
XYZ

Impact Partnership Wealth’s Block Inc XYZ Stock Holding History

Impact Partnership Wealth’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 		$611K Buy
8,035
+1,477
+23% +$104K 0.06% 221
2026
Q1 		$395K Sell
6,558
-304
-4% -$18.5K 0.05% 238
2025
Q4 		$447K Buy
6,862
+2,114
+45% +$146K 0.06% 214
2025
Q3 		$343K Buy
+4,748
New +$355K 0.05% 215
2024
Q2 		– Sell
-586
Closed -$49.6K – 718
2024
Q1 		$49.6K Sell
586
-49
-8% -$3.54K 0.02% 324
2023
Q4 		$49.1K Sell
635
-799
-56% -$45.2K 0.02% 330
2023
Q3 		$63.5K Buy
1,434
+219
+18% +$13.6K 0.02% 365
2023
Q2 		$80.9K Buy
+1,215
New +$75.9K 0.03% 215

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

Impact Partnership Wealth's XYZ Position: Q2 2026 in Review

Impact Partnership Wealth increased its Block Inc (XYZ) stake by 23% in Q2 2026, buying an estimated $104K and bringing the position to 8,035 shares worth $611K. The position accounts for 0.06% of the portfolio, ranked #221.

Impact Partnership Wealth first reported a position in XYZ in Q2 2023 and has held it in 8 quarters since. 1,082 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • Impact Partnership Wealth held 8,035 shares of Block Inc worth $611K as of Q2 2026.
  • Impact Partnership Wealth bought 1,477 Block Inc shares in Q2 2026, an estimated $104K.
  • Block Inc made up 0.06% of Impact Partnership Wealth's portfolio in Q2 2026, its #221 holding.
  • Impact Partnership Wealth first reported a position in Block Inc in Q2 2023 and has held it in 8 quarters since.
  • 1,082 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on Impact Partnership Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.