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
Q2 		$744K Buy
9,787
+3,321
+51% +$233K 0.01% 425
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

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 $3.37T AUM 44.26% 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

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

Sagespring Wealth Partners increased its Block Inc (XYZ) stake by 51% in Q2 2026, buying an estimated $233K and bringing the position to 9,787 shares worth $744K. The position accounts for 0.01% of the portfolio, ranked #425.

Sagespring Wealth Partners first reported a position in XYZ in Q4 2024 and has held it in 7 quarters since. 1,081 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • Sagespring Wealth Partners held 9,787 shares of Block Inc worth $744K as of Q2 2026.
  • Sagespring Wealth Partners bought 3,321 Block Inc shares in Q2 2026, an estimated $233K.
  • Block Inc made up 0.01% of Sagespring Wealth Partners's portfolio in Q2 2026, its #425 holding.
  • Sagespring Wealth Partners first reported a position in Block Inc in Q4 2024 and has held it in 7 quarters since.
  • 1,081 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

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