AA
XYZ

Alta Advisers’s Block Inc XYZ Stock Holding History

Alta Advisers’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
Q4 		– Sell
-3,094
Closed -$224K – 249
2025
Q3 		$224K Hold
3,094
– – 0.07% 233
2025
Q2 		$210K Buy
+3,094
New +$180K 0.07% 233
2024
Q4 		– Sell
-1,700
Closed -$114K – 413
2024
Q3 		$114K Hold
1,700
– – 0.05% 260
2024
Q2 		$110K Hold
1,700
– – 0.05% 243
2024
Q1 		$144K Hold
1,700
– – 0.07% 185
2023
Q4 		$131K Hold
1,700
– – 0.07% 191
2023
Q3 		$75.2K Hold
1,700
– – 0.04% 297
2023
Q2 		$113K Hold
1,700
– – 0.06% 210
2023
Q1 		$117K Hold
1,700
– – 0.07% 193
2022
Q4 		$107K Hold
1,700
– – 0.06% 205
2022
Q3 		$93K Buy
+1,700
New +$120K 0.06% 217

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
JSC
J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Alta Advisers's XYZ Position: Q4 2025 in Review

Alta Advisers sold out of Block Inc (XYZ) in Q4 2025, closing a stake of 3,094 shares — an estimated $224K sold.

Alta Advisers first reported a position in XYZ in Q3 2022 and held it in 11 quarters. The position peaked at $224K in Q3 2025. 1,026 funds tracked by Wall St. Rank hold XYZ as of Q4 2025.

  • Alta Advisers reported no remaining Block Inc position as of Q4 2025 after selling out during the quarter.
  • Alta Advisers sold 3,094 Block Inc shares in Q4 2025, an estimated $224K.
  • Alta Advisers first reported a position in Block Inc in Q3 2022 and held it in 11 quarters.
  • Alta Advisers's Block Inc position peaked at $224K in Q3 2025.
  • 1,026 funds tracked by Wall St. Rank held Block Inc as of Q4 2025.

Based on Alta Advisers's 13F filing for Q4 2025, filed 9 Feb 2026.