SWP
XYZ

Sagespring Wealth Partners’s Block Inc XYZ Stock Holding History

Sagespring 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 		$389K Sell
6,466
-1,505
-19% -$91.5K 0.01% 569
2025
Q4 		$519K Sell
7,971
-528
-6% -$36.4K 0.01% 461
2025
Q3 		$614K Buy
8,499
+1,672
+24% +$125K 0.01% 415
2025
Q2 		$464K Buy
6,827
+3,127
+85% +$182K 0.01% 458
2025
Q1 		$201K Buy
3,700
+185
+5% +$13.8K 0.01% 636
2024
Q4 		$299K Buy
+3,515
New +$288K 0.01% 479

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

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

Sagespring Wealth Partners reduced its Block Inc (XYZ) stake by 19% in Q1 2026, selling an estimated $91.5K and leaving 6,466 shares worth $389K. The position accounts for 0.01% of the portfolio, ranked #569.

Sagespring Wealth Partners first reported a position in XYZ in Q4 2024 and has held it in 6 quarters since. The position peaked at $614K in Q3 2025. 987 funds tracked by Wall St. Rank hold XYZ as of Q1 2026.

  • Sagespring Wealth Partners held 6,466 shares of Block Inc worth $389K as of Q1 2026.
  • Sagespring Wealth Partners sold 1,505 Block Inc shares in Q1 2026, an estimated $91.5K.
  • Block Inc made up 0.01% of Sagespring Wealth Partners's portfolio in Q1 2026, its #569 holding.
  • Sagespring Wealth Partners first reported a position in Block Inc in Q4 2024 and has held it in 6 quarters since.
  • Sagespring Wealth Partners's Block Inc position peaked at $614K in Q3 2025.
  • 987 funds tracked by Wall St. Rank held Block Inc as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.