QWM
XYZ

Quadcap Wealth Management’s Block Inc XYZ Stock Holding History

Quadcap Wealth Management’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
-3,373
Closed -$220K – 426
2025
Q4 		$220K Sell
3,373
-46
-1% -$3.17K 0.03% 363
2025
Q3 		$247K Sell
3,419
-3,008
-47% -$225K 0.03% 352
2025
Q2 		$437K Sell
6,427
-250
-4% -$14.5K 0.06% 276
2025
Q1 		$363K Sell
6,677
-2,817
-30% -$210K 0.05% 284
2024
Q4 		$807K Sell
9,494
-59
-0.6% -$4.84K 0.12% 165
2024
Q3 		$641K Sell
9,553
-138
-1% -$8.91K 0.1% 208
2024
Q2 		$625K Buy
9,691
+753
+8% +$52.7K 0.11% 199
2024
Q1 		$756K Sell
8,938
-1,876
-17% -$136K 0.17% 138
2023
Q4 		$836K Buy
+10,814
New +$611K 0.22% 126

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

Quadcap Wealth Management's XYZ Position: Q1 2026 in Review

Quadcap Wealth Management sold out of Block Inc (XYZ) in Q1 2026, closing a stake of 3,373 shares — an estimated $220K sold.

Quadcap Wealth Management first reported a position in XYZ in Q4 2023 and held it in 9 quarters. The position peaked at $836K in Q4 2023. 986 funds tracked by Wall St. Rank hold XYZ as of Q1 2026.

  • Quadcap Wealth Management reported no remaining Block Inc position as of Q1 2026 after selling out during the quarter.
  • Quadcap Wealth Management sold 3,373 Block Inc shares in Q1 2026, an estimated $220K.
  • Quadcap Wealth Management first reported a position in Block Inc in Q4 2023 and held it in 9 quarters.
  • Quadcap Wealth Management's Block Inc position peaked at $836K in Q4 2023.
  • 986 funds tracked by Wall St. Rank held Block Inc as of Q1 2026.

Based on Quadcap Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.