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 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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Premier Path Wealth Partners's XYZ Position: Q1 2026 in Review

Premier Path Wealth Partners reduced its Block Inc (XYZ) stake by 27% in Q1 2026, selling an estimated $87.3K and leaving 3,912 shares worth $235K. The position accounts for 0.03% of the portfolio, ranked #374.

Premier Path Wealth Partners first reported a position in XYZ in Q4 2023 and has held it in 10 quarters since. The position peaked at $545K in Q4 2024. 986 funds tracked by Wall St. Rank hold XYZ as of Q1 2026.

Premier Path Wealth Partners held 3,912 shares of Block Inc worth $235K as of Q1 2026.
Premier Path Wealth Partners sold 1,435 Block Inc shares in Q1 2026, an estimated $87.3K.
Block Inc made up 0.03% of Premier Path Wealth Partners's portfolio in Q1 2026, its #374 holding.
Premier Path Wealth Partners first reported a position in Block Inc in Q4 2023 and has held it in 10 quarters since.
Premier Path Wealth Partners's Block Inc position peaked at $545K in Q4 2024.
986 funds tracked by Wall St. Rank held Block Inc as of Q1 2026.

Based on Premier Path Wealth Partners's 13F filing for Q1 2026, filed 23 Apr 2026.