WAP
XYZ

Wealthcare Advisory Partners’s Block Inc XYZ Stock Holding History

Wealthcare Advisory 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 		– Sell
-3,708
Closed -$241K – 1146
2025
Q4 		$241K Sell
3,708
-208
-5% -$14.3K ﹤0.01% 957
2025
Q3 		$283K Sell
3,916
-277
-7% -$20.7K 0.01% 876
2025
Q2 		$285K Buy
4,193
+309
+8% +$18K 0.01% 807
2025
Q1 		$211K Sell
3,884
-4,181
-52% -$312K 0.01% 855
2024
Q4 		$685K Buy
8,065
+717
+10% +$58.8K 0.02% 503
2024
Q3 		$493K Sell
7,348
-1,907
-21% -$123K 0.01% 571
2024
Q2 		$597K Sell
9,255
-1,363
-13% -$95.4K 0.02% 497
2024
Q1 		$898K Buy
10,618
+139
+1% +$10.1K 0.03% 398
2023
Q4 		$811K Sell
10,479
-1,184
-10% -$66.9K 0.03% 370
2023
Q3 		$516K Buy
11,663
+520
+5% +$32.2K 0.02% 424
2023
Q2 		$742K Buy
11,143
+253
+2% +$15.8K 0.03% 359
2023
Q1 		$748K Buy
10,890
+669
+7% +$50.1K 0.03% 361
2022
Q4 		$642K Buy
10,221
+1,205
+13% +$74.4K 0.03% 360
2022
Q3 		$496K Buy
9,016
+91
+1% +$6.44K 0.03% 362
2022
Q2 		$549K Buy
8,925
+34
+0.4% +$3.11K 0.03% 307
2022
Q1 		$1.21M Buy
8,891
+886
+11% +$107K 0.07% 161
2021
Q4 		$1.29M Sell
8,005
-931
-10% -$202K 0.08% 161
2021
Q3 		$2.14M Sell
8,936
-86
-1% -$22.1K 0.14% 97
2021
Q2 		$2.2M Buy
9,022
+1,642
+22% +$381K 0.15% 99
2021
Q1 		$1.68M Buy
7,380
+182
+3% +$42.6K 0.12% 106
2020
Q4 		$1.57M Sell
7,198
-103
-1% -$20.1K 0.14% 92
2020
Q3 		$1.19M Buy
7,301
+129
+2% +$18.2K 0.13% 100
2020
Q2 		$753K Buy
7,172
+535
+8% +$41K 0.09% 125
2020
Q1 		$348K Buy
6,637
+425
+7% +$29.1K 0.05% 197
2019
Q4 		$389K Buy
6,212
+203
+3% +$13K 0.05% 204
2019
Q3 		$372K Buy
6,009
+15
+0.3% +$1.02K 0.05% 185
2019
Q2 		$435K Buy
5,994
+2,237
+60% +$156K 0.07% 155
2019
Q1 		$281K Sell
3,757
-10
-0.3% -$725 0.05% 192
2018
Q4 		$211K Buy
3,767
+1,910
+103% +$135K 0.04% 203
2018
Q3 		$184K Buy
1,857
+525
+39% +$40.5K 0.03% 234
2018
Q2 		$82K Sell
1,332
-118
-8% -$6.49K 0.02% 370
2018
Q1 		$71K Buy
1,450
+750
+107% +$34.4K 0.02% 340
2017
Q4 		$24K Buy
700
+600
+600% +$22K 0.01% 506
2017
Q3 		$3K Buy
+100
New +$2.62K ﹤0.01% 740

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

Wealthcare Advisory Partners's XYZ Position: Q1 2026 in Review

Wealthcare Advisory Partners sold out of Block Inc (XYZ) in Q1 2026, closing a stake of 3,708 shares — an estimated $241K sold.

Wealthcare Advisory Partners first reported a position in XYZ in Q3 2017 and held it in 34 quarters. The position peaked at $2.2M in Q2 2021. 986 funds tracked by Wall St. Rank hold XYZ as of Q1 2026.

  • Wealthcare Advisory Partners reported no remaining Block Inc position as of Q1 2026 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 3,708 Block Inc shares in Q1 2026, an estimated $241K.
  • Wealthcare Advisory Partners first reported a position in Block Inc in Q3 2017 and held it in 34 quarters.
  • Wealthcare Advisory Partners's Block Inc position peaked at $2.2M in Q2 2021.
  • 986 funds tracked by Wall St. Rank held Block Inc as of Q1 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q1 2026, filed 14 Apr 2026.