Bridgewater Advisors’s Block Inc XYZ Stock Holding History

Bridgewater 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 Q4	–	Sell	-2,968	Closed	-$209K	–	470
2025 Q3	$209K	Buy	2,968 +77	+3%	+$5.76K	0.01%	422
2025 Q2	$226K	Buy	+2,891	New	+$168K	0.02%	405
2022 Q3	–	Sell	-5,095	Closed	-$313K	–	236
2022 Q2	$313K	Sell	5,095 -181	-3%	-$16.5K	0.06%	184
2022 Q1	$715K	Sell	5,276 -160	-3%	-$19.4K	0.17%	112
2021 Q4	$878K	Sell	5,436 -53	-1%	-$11.5K	0.19%	106
2021 Q3	$1.32M	Sell	5,489 -247	-4%	-$63.4K	0.36%	58
2021 Q2	$1.4M	Buy	+5,736	New	+$1.33M	0.44%	57

Other funds holding XYZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bridgewater Advisors's XYZ Position: Q4 2025 in Review

Bridgewater Advisors sold out of Block Inc (XYZ) in Q4 2025, closing a stake of 2,968 shares — an estimated $209K sold.

Bridgewater Advisors first reported a position in XYZ in Q2 2021 and held it in 7 quarters. The position peaked at $1.4M in Q2 2021. 1,032 funds tracked by Wall St. Rank hold XYZ as of Q4 2025.

Bridgewater Advisors reported no remaining Block Inc position as of Q4 2025 after selling out during the quarter.
Bridgewater Advisors sold 2,968 Block Inc shares in Q4 2025, an estimated $209K.
Bridgewater Advisors first reported a position in Block Inc in Q2 2021 and held it in 7 quarters.
Bridgewater Advisors's Block Inc position peaked at $1.4M in Q2 2021.
1,032 funds tracked by Wall St. Rank held Block Inc as of Q4 2025.

Based on Bridgewater Advisors's 13F filing for Q4 2025, filed 23 Jan 2026.