Impact Partnership Wealth
XYZ icon

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
Q3 		$667K Buy
9,069
+1,034
+13% +$82.3K 0.06% 227
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 $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $77.1B AUM 11.99% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $24.8B AUM 30.34% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Impact Partnership Wealth's XYZ Position: Q3 2026 in Review

Impact Partnership Wealth increased its Block Inc (XYZ) stake by 13% in Q3 2026, buying an estimated $82.3K and bringing the position to 9,069 shares worth $667K. The position accounts for 0.06% of the portfolio, ranked #227.

Impact Partnership Wealth first reported a position in XYZ in Q2 2023 and has held it in 9 quarters since. 888 funds tracked by Wall St. Rank hold XYZ as of Q3 2026.

  • Impact Partnership Wealth held 9,069 shares of Block Inc worth $667K as of Q3 2026.
  • Impact Partnership Wealth bought 1,034 Block Inc shares in Q3 2026, an estimated $82.3K.
  • Block Inc made up 0.06% of Impact Partnership Wealth's portfolio in Q3 2026, its #227 holding.
  • Impact Partnership Wealth first reported a position in Block Inc in Q2 2023 and has held it in 9 quarters since.
  • 888 funds tracked by Wall St. Rank held Block Inc as of Q3 2026.

Based on Impact Partnership Wealth's 13F filing for Q3 2026, filed 9 Nov 2026.