AllSquare Wealth Management’s Block Inc XYZ Stock Holding History

AllSquare 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	$72	Hold	1	–	–	﹤0.01%	527
2025 Q2	$68	Hold	1	–	–	﹤0.01%	528
2025 Q1	$54	Hold	1	–	–	﹤0.01%	528
2024 Q4	$85	Hold	1	–	–	﹤0.01%	525
2024 Q3	$67	Hold	1	–	–	﹤0.01%	529
2024 Q2	$64	Hold	1	–	–	﹤0.01%	524
2024 Q1	$85	Hold	1	–	–	﹤0.01%	521
2023 Q4	$77	Hold	1	–	–	﹤0.01%	522
2023 Q3	$44	Hold	1	–	–	﹤0.01%	536
2023 Q2	$59	Hold	1	–	–	﹤0.01%	553
2023 Q1	$69	Hold	1	–	–	﹤0.01%	545
2022 Q4	$63	Hold	1	–	–	﹤0.01%	522
2022 Q3	$0	Hold	1	–	–	﹤0.01%	539
2022 Q2	$0	Hold	1	–	–	﹤0.01%	535
2022 Q1	$0	Buy	+1	New	+$121	﹤0.01%	539

Other funds holding XYZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

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

AllSquare Wealth Management held its Block Inc (XYZ) position steady in Q3 2025 at 1 share worth $72. The position accounts for ﹤0.01% of the portfolio, ranked #527.

AllSquare Wealth Management first reported a position in XYZ in Q1 2022 and has held it in 15 quarters since. The position peaked at $85 in Q4 2024. 1,031 funds tracked by Wall St. Rank hold XYZ as of Q3 2025.

AllSquare Wealth Management held 1 share of Block Inc worth $72 as of Q3 2025.
AllSquare Wealth Management left its Block Inc share count unchanged in Q3 2025.
Block Inc made up ﹤0.01% of AllSquare Wealth Management's portfolio in Q3 2025, its #527 holding.
AllSquare Wealth Management first reported a position in Block Inc in Q1 2022 and has held it in 15 quarters since.
AllSquare Wealth Management's Block Inc position peaked at $85 in Q4 2024.
1,031 funds tracked by Wall St. Rank held Block Inc as of Q3 2025.

Based on AllSquare Wealth Management's 13F filing for Q3 2025, filed 12 Jan 2026.