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
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

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

Impact Partnership Wealth's XYZ Position: Q1 2026 in Review

Impact Partnership Wealth reduced its Block Inc (XYZ) stake by 4.4% in Q1 2026, selling an estimated $18.5K and leaving 6,558 shares worth $395K. The position accounts for 0.05% of the portfolio, ranked #238.

Impact Partnership Wealth first reported a position in XYZ in Q2 2023 and has held it in 7 quarters since. The position peaked at $447K in Q4 2025. 987 funds tracked by Wall St. Rank hold XYZ as of Q1 2026.

  • Impact Partnership Wealth held 6,558 shares of Block Inc worth $395K as of Q1 2026.
  • Impact Partnership Wealth sold 304 Block Inc shares in Q1 2026, an estimated $18.5K.
  • Block Inc made up 0.05% of Impact Partnership Wealth's portfolio in Q1 2026, its #238 holding.
  • Impact Partnership Wealth first reported a position in Block Inc in Q2 2023 and has held it in 7 quarters since.
  • Impact Partnership Wealth's Block Inc position peaked at $447K in Q4 2025.
  • 987 funds tracked by Wall St. Rank held Block Inc as of Q1 2026.

Based on Impact Partnership Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.