PPWP
XYZ

Premier Path Wealth Partners’s Block Inc XYZ Stock Holding History

Premier Path 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 		$397K Buy
5,222
+1,310
+33% +$92.1K 0.05% 308
2026
Q1 		$235K Sell
3,912
-1,435
-27% -$87.3K 0.03% 374
2025
Q4 		$348K Sell
5,347
-1,129
-17% -$77.9K 0.04% 304
2025
Q3 		$468K Buy
6,476
+1,928
+42% +$144K 0.06% 268
2025
Q2 		$309K Sell
4,548
-318
-7% -$18.5K 0.04% 321
2025
Q1 		$264K Sell
4,866
-1,545
-24% -$115K 0.04% 324
2024
Q4 		$545K Buy
6,411
+508
+9% +$41.7K 0.08% 224
2024
Q3 		$396K Buy
5,903
+971
+20% +$62.7K 0.06% 258
2024
Q2 		$318K Sell
4,932
-61
-1% -$4.27K 0.05% 283
2024
Q1 		$424K Buy
4,993
+743
+17% +$53.7K 0.08% 229
2023
Q4 		$329K Buy
+4,250
New +$240K 0.07% 241

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

Premier Path Wealth Partners's XYZ Position: Q2 2026 in Review

Premier Path Wealth Partners increased its Block Inc (XYZ) stake by 33% in Q2 2026, buying an estimated $92.1K and bringing the position to 5,222 shares worth $397K. The position accounts for 0.05% of the portfolio, ranked #308.

Premier Path Wealth Partners first reported a position in XYZ in Q4 2023 and has held it in 11 quarters since. The position peaked at $545K in Q4 2024. 1,080 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • Premier Path Wealth Partners held 5,222 shares of Block Inc worth $397K as of Q2 2026.
  • Premier Path Wealth Partners bought 1,310 Block Inc shares in Q2 2026, an estimated $92.1K.
  • Block Inc made up 0.05% of Premier Path Wealth Partners's portfolio in Q2 2026, its #308 holding.
  • Premier Path Wealth Partners first reported a position in Block Inc in Q4 2023 and has held it in 11 quarters since.
  • Premier Path Wealth Partners's Block Inc position peaked at $545K in Q4 2024.
  • 1,080 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on Premier Path Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.