Bartlett & Co Wealth Management’s Block Inc XYZ Stock Holding History

Bartlett & Co 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 Q4	–	Sell	-60	Closed	-$4.34K	–	1276
2025 Q3	$4.34K	Buy	+60	New	+$4.49K	﹤0.01%	1023
2025 Q2	–	Sell	-33	Closed	-$1.79K	–	1349
2025 Q1	$1.79K	Buy	+33	New	+$2.46K	﹤0.01%	1077
2024 Q1	–	Sell	-1,937	Closed	-$154K	–	1221
2023 Q4	$154K	Sell	1,937 -1,090	-36%	-$61.6K	﹤0.01%	508
2023 Q3	$134K	Sell	3,027 -500	-14%	-$31K	﹤0.01%	502
2023 Q2	$235K	Buy	+3,527	New	+$220K	﹤0.01%	431
2022 Q3	–	Sell	-27	Closed	-$1.66K	–	1293
2022 Q2	$1.66K	Sell	27 -73	-73%	-$6.67K	﹤0.01%	1201
2022 Q1	$13.6K	Buy	+100	New	+$12.1K	﹤0.01%	787
2021 Q3	–	Sell	-9	Closed	-$2.19K	–	1087
2021 Q2	$2.19K	Hold	9	–	–	﹤0.01%	841
2021 Q1	$2.04K	Hold	9	–	–	﹤0.01%	876
2020 Q4	$1.96K	Buy	+9	New	+$1.76K	﹤0.01%	922
2020 Q1	–	Sell	-395	Closed	-$24.7K	–	903
2019 Q4	$24.7K	Hold	395	–	–	﹤0.01%	632
2019 Q3	$24.5K	Buy	+395	New	+$26.8K	﹤0.01%	632

Other funds holding XYZ

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 New York $5.7T AUM 30.48% 1-Year Est. Return

J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 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

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