PWP
XYZ

Prasad Wealth Partners’s Block Inc XYZ Stock Holding History

Prasad 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 		$384K Sell
5,059
-317
-6% -$22.3K 0.09% 105
2026
Q1 		$324K Sell
5,376
-95
-2% -$5.78K 0.09% 103
2025
Q4 		$356K Sell
5,471
-294
-5% -$20.3K 0.1% 94
2025
Q3 		$417K Sell
5,765
-70
-1% -$5.24K 0.12% 83
2025
Q2 		$396K Sell
5,835
-50
-0.8% -$2.91K 0.12% 80
2025
Q1 		$320K Sell
5,885
-44
-0.7% -$3.28K 0.1% 84
2024
Q4 		$504K Buy
+5,929
New +$486K 0.16% 61

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

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

Prasad Wealth Partners reduced its Block Inc (XYZ) stake by 5.9% in Q2 2026, selling an estimated $22.3K and leaving 5,059 shares worth $384K. The position accounts for 0.09% of the portfolio, ranked #105.

Prasad Wealth Partners first reported a position in XYZ in Q4 2024 and has held it in 7 quarters since. The position peaked at $504K in Q4 2024. 1,080 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • Prasad Wealth Partners held 5,059 shares of Block Inc worth $384K as of Q2 2026.
  • Prasad Wealth Partners sold 317 Block Inc shares in Q2 2026, an estimated $22.3K.
  • Block Inc made up 0.09% of Prasad Wealth Partners's portfolio in Q2 2026, its #105 holding.
  • Prasad Wealth Partners first reported a position in Block Inc in Q4 2024 and has held it in 7 quarters since.
  • Prasad Wealth Partners's Block Inc position peaked at $504K in Q4 2024.
  • 1,080 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

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