Prasad Wealth Partners, LLC

Position in XYZ — Block, Inc.

CIK 2048885 INDEPENDENCE, OH

Position in XYZ

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$384,484

+$60,957 QoQ

Shares Held

5,059

-5.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.40%

of 13F equity value

Holder Rank

#619

of 1,079 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Prasad Wealth Partners, LLC holds $9,502,301 across 6 Software - Infrastructure names. XYZ ranks #5 (4.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	15,298	$5,706,459
2	PLTR	Palantir Technologies Inc.	12,148	$1,417,307
3	FTNT	Fortinet, Inc.	7,366	$1,131,564
4	ORCL	Oracle Corp	4,033	$591,036
5	XYZ	Block, Inc. This page	5,059	$384,484
6	PANW	Palo Alto Networks Inc	796	$271,451

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$384,484	5,059	-5.9%	Shares	Sole	2026-07-29
2026-03-31	$323,527	5,376	-1.7%	Shares	Sole	2026-04-27
2025-12-31	$356,107	5,471	-5.1%	Shares	Sole	2026-01-27
2025-09-30	$416,636	5,765	-1.2%	Shares	Sole	2025-11-05
2025-06-30	$396,371	5,835	-0.8%	Shares	Sole	2025-07-23
2025-03-31	$319,732	5,885	-0.7%	Shares	Sole	2025-05-12
2024-12-31	$503,905	5,929	—	Shares	Sole	2025-02-04
No filing history on record for this holder in this stock.