SW
XYZ

SteelPeak Wealth’s Block Inc XYZ Stock Holding History

SteelPeak Wealth’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
2024
Q1 		– Hold
0
– -$69.6K – 564
2023
Q4 		– Hold
0
– – – 427
2023
Q3 		– Hold
0
– – – 427
2023
Q2 		– Hold
0
– -$124K – 510
2023
Q1 		– Hold
0
– – – 365
2022
Q2 		– Sell
-42,000
Closed -$5.7M – 493
2022
Q1 		$5.7M Buy
42,000
+28,000
+200% +$3.39M 0.32% 74
2021
Q4 		$2.26M Buy
14,000
+9,500
+211% +$2.06M 0.13% 110
2021
Q3 		$1.08M Hold
4,500
– – 0.07% 160
2021
Q2 		$1.1M Sell
4,500
-3,500
-44% -$812K 0.08% 173
2021
Q1 		$1.82M Buy
+8,000
New +$1.87M 0.14% 110

Other funds holding XYZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
JSC
J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

SteelPeak Wealth's XYZ Position: Q4 2025 in Review

SteelPeak Wealth sold out of Block Inc (XYZ) in Q4 2025, closing a stake of 5,560 shares — an estimated $402K sold.

SteelPeak Wealth first reported a position in XYZ in Q4 2019 and held it in 24 quarters. The position peaked at $10.5M in Q2 2021. 1,026 funds tracked by Wall St. Rank hold XYZ as of Q4 2025.

  • SteelPeak Wealth reported no remaining Block Inc position as of Q4 2025 after selling out during the quarter.
  • SteelPeak Wealth sold 5,560 Block Inc shares in Q4 2025, an estimated $402K.
  • SteelPeak Wealth first reported a position in Block Inc in Q4 2019 and held it in 24 quarters.
  • SteelPeak Wealth's Block Inc position peaked at $10.5M in Q2 2021.
  • 1,026 funds tracked by Wall St. Rank held Block Inc as of Q4 2025.

Based on SteelPeak Wealth's 13F filing for Q4 2025, filed 20 Jan 2026.