Prasad Wealth Partners
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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
Q3 		$357K Sell
4,850
-209
-4% -$16.6K 0.08% 113
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 $6.79T 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

Prasad Wealth Partners's XYZ Position: Q3 2026 in Review

Prasad Wealth Partners reduced its Block Inc (XYZ) stake by 4.1% in Q3 2026, selling an estimated $16.6K and leaving 4,850 shares worth $357K. The position accounts for 0.08% of the portfolio, ranked #113.

Prasad Wealth Partners first reported a position in XYZ in Q4 2024 and has held it in 8 quarters since. The position peaked at $504K in Q4 2024. 888 funds tracked by Wall St. Rank hold XYZ as of Q3 2026.

  • Prasad Wealth Partners held 4,850 shares of Block Inc worth $357K as of Q3 2026.
  • Prasad Wealth Partners sold 209 Block Inc shares in Q3 2026, an estimated $16.6K.
  • Block Inc made up 0.08% of Prasad Wealth Partners's portfolio in Q3 2026, its #113 holding.
  • Prasad Wealth Partners first reported a position in Block Inc in Q4 2024 and has held it in 8 quarters since.
  • Prasad Wealth Partners's Block Inc position peaked at $504K in Q4 2024.
  • 888 funds tracked by Wall St. Rank held Block Inc as of Q3 2026.

Based on Prasad Wealth Partners's 13F filing for Q3 2026, filed 10 Nov 2026.