TWM
XYZ

Tripletail Wealth Management’s Block Inc XYZ Stock Holding History

Tripletail Wealth Management’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 		– Sell
-500
Closed -$32.5K – 275
2025
Q4 		$32.5K Sell
500
-500
-50% -$34.5K 0.04% 162
2025
Q3 		$79.2K Buy
+1,000
New +$74.9K 0.09% 128

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

Tripletail Wealth Management's XYZ Position: Q1 2026 in Review

Tripletail Wealth Management sold out of Block Inc (XYZ) in Q1 2026, closing a stake of 500 shares — an estimated $32.5K sold.

Tripletail Wealth Management first reported a position in XYZ in Q3 2025 and held it in 2 quarters. The position peaked at $79.2K in Q3 2025. 986 funds tracked by Wall St. Rank hold XYZ as of Q1 2026.

  • Tripletail Wealth Management reported no remaining Block Inc position as of Q1 2026 after selling out during the quarter.
  • Tripletail Wealth Management sold 500 Block Inc shares in Q1 2026, an estimated $32.5K.
  • Tripletail Wealth Management first reported a position in Block Inc in Q3 2025 and held it in 2 quarters.
  • Tripletail Wealth Management's Block Inc position peaked at $79.2K in Q3 2025.
  • 986 funds tracked by Wall St. Rank held Block Inc as of Q1 2026.

Based on Tripletail Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.