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
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

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

Prasad Wealth Partners's XYZ Position: Q1 2026 in Review

Prasad Wealth Partners reduced its Block Inc (XYZ) stake by 1.7% in Q1 2026, selling an estimated $5.78K and leaving 5,376 shares worth $324K. The position accounts for 0.09% of the portfolio, ranked #103.

Prasad Wealth Partners first reported a position in XYZ in Q4 2024 and has held it in 6 quarters since. The position peaked at $504K in Q4 2024. 986 funds tracked by Wall St. Rank hold XYZ as of Q1 2026.

  • Prasad Wealth Partners held 5,376 shares of Block Inc worth $324K as of Q1 2026.
  • Prasad Wealth Partners sold 95 Block Inc shares in Q1 2026, an estimated $5.78K.
  • Block Inc made up 0.09% of Prasad Wealth Partners's portfolio in Q1 2026, its #103 holding.
  • Prasad Wealth Partners first reported a position in Block Inc in Q4 2024 and has held it in 6 quarters since.
  • Prasad Wealth Partners's Block Inc position peaked at $504K in Q4 2024.
  • 986 funds tracked by Wall St. Rank held Block Inc as of Q1 2026.

Based on Prasad Wealth Partners's 13F filing for Q1 2026, filed 27 Apr 2026.