PWP
XYZ

Pursue Wealth Partners’s Block Inc XYZ Stock Holding History

Pursue 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 		– Sell
-11,325
Closed -$737K – 117
2025
Q4 		$737K Sell
11,325
-18,000
-61% -$1.24M 0.36% 53
2025
Q3 		$2.12M Sell
29,325
-6,171
-17% -$462K 1.16% 26
2025
Q2 		$2.41M Sell
35,496
-3,266
-8% -$190K 1.37% 24
2025
Q1 		$2.11M Sell
38,762
-512
-1% -$38.2K 1.28% 26
2024
Q4 		$3.34M Buy
39,274
+512
+1% +$42K 1.91% 17
2024
Q3 		$2.6M Sell
38,762
-1,644
-4% -$106K 1.42% 23
2024
Q2 		$2.61M Hold
40,406
– – 1.42% 22
2024
Q1 		$3.42M Hold
40,406
– – 2.01% 16
2023
Q4 		$3.13M Sell
40,406
-3,930
-9% -$222K 2.02% 16
2023
Q3 		$1.96M Hold
44,336
– – 1.39% 25
2023
Q2 		$2.95M Sell
44,336
-664
-1% -$41.5K 1.85% 21
2023
Q1 		$3.09M Hold
45,000
– – 2.11% 13
2022
Q4 		$2.83M Sell
45,000
-687
-2% -$42.4K 2.18% 12
2022
Q3 		$2.51M Sell
45,687
-1,505
-3% -$107K 1.81% 15
2022
Q2 		$2.9M Hold
47,192
– – 1.85% 12
2022
Q1 		$5.94M Sell
47,192
-1,357
-3% -$164K 2.46% 10
2021
Q4 		$7.84M Buy
+48,549
New +$10.5M 3.03% 5

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

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

Pursue Wealth Partners sold out of Block Inc (XYZ) in Q1 2026, closing a stake of 11,325 shares — an estimated $737K sold.

Pursue Wealth Partners first reported a position in XYZ in Q4 2021 and held it in 17 quarters. The position peaked at $7.84M in Q4 2021. 987 funds tracked by Wall St. Rank hold XYZ as of Q1 2026.

  • Pursue Wealth Partners reported no remaining Block Inc position as of Q1 2026 after selling out during the quarter.
  • Pursue Wealth Partners sold 11,325 Block Inc shares in Q1 2026, an estimated $737K.
  • Pursue Wealth Partners first reported a position in Block Inc in Q4 2021 and held it in 17 quarters.
  • Pursue Wealth Partners's Block Inc position peaked at $7.84M in Q4 2021.
  • 987 funds tracked by Wall St. Rank held Block Inc as of Q1 2026.

Based on Pursue Wealth Partners's 13F filing for Q1 2026, filed 8 Apr 2026.