CAWM
XYZ

Capital A Wealth Management’s Block Inc XYZ Stock Holding History

Capital A 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
Q2 		– Sell
-60
Closed -$3.26K – 882
2025
Q1 		$3.26K Hold
60
– – ﹤0.01% 432
2024
Q4 		$5.1K Buy
+60
New +$4.92K 0.01% 377

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

Capital A Wealth Management's XYZ Position: Q2 2025 in Review

Capital A Wealth Management sold out of Block Inc (XYZ) in Q2 2025, closing a stake of 60 shares — an estimated $3.26K sold.

Capital A Wealth Management first reported a position in XYZ in Q4 2024 and held it in 2 quarters. The position peaked at $5.1K in Q4 2024. 987 funds tracked by Wall St. Rank hold XYZ as of Q2 2025.

  • Capital A Wealth Management reported no remaining Block Inc position as of Q2 2025 after selling out during the quarter.
  • Capital A Wealth Management sold 60 Block Inc shares in Q2 2025, an estimated $3.26K.
  • Capital A Wealth Management first reported a position in Block Inc in Q4 2024 and held it in 2 quarters.
  • Capital A Wealth Management's Block Inc position peaked at $5.1K in Q4 2024.
  • 987 funds tracked by Wall St. Rank held Block Inc as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.