BA
XYZ

Bluesphere Advisors’s Block Inc XYZ Stock Holding History

Bluesphere Advisors’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
-4,146
Closed -$225K – 96
2025
Q1 		$225K Sell
4,146
-582
-12% -$43.4K 0.13% 79
2024
Q4 		$402K Buy
4,728
+582
+14% +$47.7K 0.2% 64
2024
Q3 		$278K Hold
4,146
– – 0.14% 88
2024
Q2 		$267K Hold
4,146
– – 0.14% 84
2024
Q1 		$351K Hold
4,146
– – 0.19% 67
2023
Q4 		$321K Buy
+4,146
New +$234K 0.2% 68

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

Bluesphere Advisors's XYZ Position: Q2 2025 in Review

Bluesphere Advisors sold out of Block Inc (XYZ) in Q2 2025, closing a stake of 4,146 shares — an estimated $225K sold.

Bluesphere Advisors first reported a position in XYZ in Q4 2023 and held it in 6 quarters. The position peaked at $402K in Q4 2024. 987 funds tracked by Wall St. Rank hold XYZ as of Q2 2025.

  • Bluesphere Advisors reported no remaining Block Inc position as of Q2 2025 after selling out during the quarter.
  • Bluesphere Advisors sold 4,146 Block Inc shares in Q2 2025, an estimated $225K.
  • Bluesphere Advisors first reported a position in Block Inc in Q4 2023 and held it in 6 quarters.
  • Bluesphere Advisors's Block Inc position peaked at $402K in Q4 2024.
  • 987 funds tracked by Wall St. Rank held Block Inc as of Q2 2025.

Based on Bluesphere Advisors's 13F filing for Q2 2025, filed 17 Jul 2025.