AI
XYZ

AXS Investments’s Block Inc XYZ Stock Holding History

AXS Investments’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
Q2 		– Sell
-20,237
Closed -$1.1M – 217
2025
Q1 		$1.1M Buy
20,237
+4,672
+30% +$349K 0.3% 154
2024
Q4 		$1.32M Sell
15,565
-4,195
-21% -$344K 0.37% 120
2024
Q3 		$1.33M Buy
19,760
+910
+5% +$58.8K 0.35% 139
2024
Q2 		$1.22M Buy
18,850
+3,315
+21% +$232K 0.34% 122
2024
Q1 		$1.31M Sell
15,535
-4,159
-21% -$301K 0.32% 117
2023
Q4 		$1.52M Buy
+19,694
New +$1.11M 0.37% 77
2023
Q3 		– Sell
-19,929
Closed -$1.33M – 484
2023
Q2 		$1.33M Buy
19,929
+4,388
+28% +$274K 0.35% 88
2023
Q1 		$1.07M Buy
+15,541
New +$1.16M 0.35% 116
2022
Q4 		– Sell
-14,431
Closed -$794K – 365
2022
Q3 		$794K Sell
14,431
-1,084
-7% -$76.8K 0.31% 129
2022
Q2 		$954K Buy
+15,515
New +$1.42M 0.34% 106
2022
Q1 		– Sell
-18,015
Closed -$2.91M – 187
2021
Q4 		$2.91M Buy
+18,015
New +$3.9M 0.69% 45

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DIG
Dragoneer Investment Group San Francisco, California $3B AUM 6.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AXS Investments's XYZ Position: Q2 2025 in Review

AXS Investments sold out of Block Inc (XYZ) in Q2 2025, closing a stake of 20,237 shares — an estimated $1.1M sold.

AXS Investments first reported a position in XYZ in Q4 2021 and held it in 11 quarters. The position peaked at $2.91M in Q4 2021. 987 funds tracked by Wall St. Rank hold XYZ as of Q2 2025.

  • AXS Investments reported no remaining Block Inc position as of Q2 2025 after selling out during the quarter.
  • AXS Investments sold 20,237 Block Inc shares in Q2 2025, an estimated $1.1M.
  • AXS Investments first reported a position in Block Inc in Q4 2021 and held it in 11 quarters.
  • AXS Investments's Block Inc position peaked at $2.91M in Q4 2021.
  • 987 funds tracked by Wall St. Rank held Block Inc as of Q2 2025.

Based on AXS Investments's 13F filing for Q2 2025, filed 11 Aug 2025.