TWP
XYZ

Triad Wealth Partners’s Block Inc XYZ Stock Holding History

Triad 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 		$203K Buy
+2,471
New +$174K 0.01% 546
2024
Q3 		– Sell
-22
Closed -$1.42K – 990
2024
Q2 		$1.42K Buy
+22
New +$1.54K ﹤0.01% 819

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

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

Triad Wealth Partners opened a new position in Block Inc (XYZ) in Q2 2026: 2,471 shares worth $203K. The stake represents 0.01% of the portfolio and ranks #546 among its holdings. This is a return to the name: Triad Wealth Partners previously reported a position in XYZ as recently as Q2 2024.

Triad Wealth Partners first reported a position in XYZ in Q2 2024 and has held it in 2 quarters since. 1,080 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • Triad Wealth Partners held 2,471 shares of Block Inc worth $203K as of Q2 2026.
  • Block Inc was a new Triad Wealth Partners position in Q2 2026.
  • Block Inc made up 0.01% of Triad Wealth Partners's portfolio in Q2 2026, its #546 holding.
  • Triad Wealth Partners first reported a position in Block Inc in Q2 2024 and has held it in 2 quarters since.
  • 1,080 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.