BA
XYZ

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
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
JSC
J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
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