Q1WB
XYZ icon

Quest 10 Wealth Builders’s Block Inc XYZ Stock Holding History

Quest 10 Wealth Builders’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
-5
Closed -$314 – 860
2025
Q4 		$314 Hold
5
– – ﹤0.01% 729
2025
Q3 		$349 Hold
5
– – ﹤0.01% 812
2025
Q2 		$328 Hold
5
– – ﹤0.01% 720
2025
Q1 		$262 Buy
+5
New +$373 ﹤0.01% 721

Other funds holding XYZ

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.38T AUM 44.17% 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
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Quest 10 Wealth Builders's XYZ Position: Q1 2026 in Review

Quest 10 Wealth Builders sold out of Block Inc (XYZ) in Q1 2026, closing a stake of 5 shares — an estimated $314 sold.

Quest 10 Wealth Builders first reported a position in XYZ in Q1 2025 and held it in 4 quarters. The position peaked at $349 in Q3 2025. 995 funds tracked by Wall St. Rank hold XYZ as of Q1 2026.

  • Quest 10 Wealth Builders reported no remaining Block Inc position as of Q1 2026 after selling out during the quarter.
  • Quest 10 Wealth Builders sold 5 Block Inc shares in Q1 2026, an estimated $314.
  • Quest 10 Wealth Builders first reported a position in Block Inc in Q1 2025 and held it in 4 quarters.
  • Quest 10 Wealth Builders's Block Inc position peaked at $349 in Q3 2025.
  • 995 funds tracked by Wall St. Rank held Block Inc as of Q1 2026.

Based on Quest 10 Wealth Builders's 13F filing for Q1 2026, filed 6 May 2026.