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Quotient Wealth Partners’s Block Inc XYZ Stock Holding History

Quotient 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 		$224K Buy
+2,942
New +$207K 0.01% 369
2025
Q1 		– Sell
-2,473
Closed -$210K – 355
2024
Q4 		$210K Buy
+2,473
New +$203K 0.01% 313

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 $3.38T 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
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

Quotient Wealth Partners's XYZ Position: Q2 2026 in Review

Quotient Wealth Partners opened a new position in Block Inc (XYZ) in Q2 2026: 2,942 shares worth $224K. The stake represents 0.01% of the portfolio and ranks #369 among its holdings. This is a return to the name: Quotient Wealth Partners previously reported a position in XYZ as recently as Q4 2024.

Quotient Wealth Partners first reported a position in XYZ in Q4 2024 and has held it in 2 quarters since. 1,085 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • Quotient Wealth Partners held 2,942 shares of Block Inc worth $224K as of Q2 2026.
  • Block Inc was a new Quotient Wealth Partners position in Q2 2026.
  • Block Inc made up 0.01% of Quotient Wealth Partners's portfolio in Q2 2026, its #369 holding.
  • Quotient Wealth Partners first reported a position in Block Inc in Q4 2024 and has held it in 2 quarters since.
  • 1,085 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on Quotient Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.