BIP
XYZ

Bouvel Investment Partners’s Block Inc XYZ Stock Holding History

Bouvel Investment Partners’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
-17,867
Closed -$1.2M – 99
2025
Q1 		$1.2M Sell
17,867
-226
-1% -$16.9K 0.45% 60
2024
Q4 		$1.54M Buy
18,093
+226
+1% +$18.5K 0.55% 55
2024
Q3 		$1.2M Sell
17,867
-174
-1% -$11.2K 0.45% 60
2024
Q2 		$1.16M Buy
18,041
+8
+0% +$560 0.45% 60
2024
Q1 		$1.53M Buy
18,033
+427
+2% +$30.9K 0.66% 53
2023
Q4 		$1.36M Buy
17,606
+429
+2% +$24.3K 0.64% 59
2023
Q3 		$760K Buy
17,177
+155
+0.9% +$9.6K 0.41% 69
2023
Q2 		$1.13M Buy
17,022
+605
+4% +$37.8K 0.62% 58
2023
Q1 		$1.13M Buy
16,417
+597
+4% +$44.7K 0.66% 54
2022
Q4 		$994K Buy
15,820
+616
+4% +$38K 0.64% 53
2022
Q3 		$836K Buy
15,204
+32
+0.2% +$2.27K 0.56% 54
2022
Q2 		$932K Buy
15,172
+243
+2% +$22.2K 0.7% 52
2022
Q1 		$2.02M Buy
14,929
+87
+0.6% +$10.5K 1.23% 39
2021
Q4 		$2.4M Sell
14,842
-384
-3% -$83.2K 1.34% 30
2021
Q3 		$3.65M Sell
15,226
-312
-2% -$80.1K 2.06% 14
2021
Q2 		$3.79M Buy
15,538
+79
+0.5% +$18.3K 2.14% 14
2021
Q1 		$3.51M Sell
15,459
-61
-0.4% -$14.3K 2.25% 10
2020
Q4 		$3.38M Buy
+15,520
New +$3.03M 2.4% 11

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

Bouvel Investment Partners's XYZ Position: Q2 2025 in Review

Bouvel Investment Partners sold out of Block Inc (XYZ) in Q2 2025, closing a stake of 17,867 shares — an estimated $1.2M sold.

Bouvel Investment Partners first reported a position in XYZ in Q4 2020 and held it in 18 quarters. The position peaked at $3.79M in Q2 2021. 987 funds tracked by Wall St. Rank hold XYZ as of Q2 2025.

  • Bouvel Investment Partners reported no remaining Block Inc position as of Q2 2025 after selling out during the quarter.
  • Bouvel Investment Partners sold 17,867 Block Inc shares in Q2 2025, an estimated $1.2M.
  • Bouvel Investment Partners first reported a position in Block Inc in Q4 2020 and held it in 18 quarters.
  • Bouvel Investment Partners's Block Inc position peaked at $3.79M in Q2 2021.
  • 987 funds tracked by Wall St. Rank held Block Inc as of Q2 2025.

Based on Bouvel Investment Partners's 13F filing for Q2 2025, filed 11 Jul 2025.