AWM
XYZ

Accredited Wealth Management’s Block Inc XYZ Stock Holding History

Accredited 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
2025
Q3 		$290 Buy
306
+302
+7,550% +$22.6K ﹤0.01% 367
2025
Q2 		$272 Hold
4
– – ﹤0.01% 366
2025
Q1 		$218 Hold
4
– – ﹤0.01% 350
2024
Q4 		$340 Buy
+4
New +$328 ﹤0.01% 345

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
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
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
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Accredited Wealth Management's XYZ Position: Q3 2025 in Review

Accredited Wealth Management increased its Block Inc (XYZ) stake by 7,550% in Q3 2025, buying an estimated $22.6K and bringing the position to 306 shares worth $290. The position accounts for ﹤0.01% of the portfolio, ranked #367.

Accredited Wealth Management first reported a position in XYZ in Q4 2024 and has held it in 4 quarters since. The position peaked at $340 in Q4 2024. 1,031 funds tracked by Wall St. Rank hold XYZ as of Q3 2025.

  • Accredited Wealth Management held 306 shares of Block Inc worth $290 as of Q3 2025.
  • Accredited Wealth Management bought 302 Block Inc shares in Q3 2025, an estimated $22.6K.
  • Block Inc made up ﹤0.01% of Accredited Wealth Management's portfolio in Q3 2025, its #367 holding.
  • Accredited Wealth Management first reported a position in Block Inc in Q4 2024 and has held it in 4 quarters since.
  • Accredited Wealth Management's Block Inc position peaked at $340 in Q4 2024.
  • 1,031 funds tracked by Wall St. Rank held Block Inc as of Q3 2025.

Based on Accredited Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.