CWM
XYZ

Centricity Wealth Management’s Block Inc XYZ Stock Holding History

Centricity 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 		$26.8K Hold
395
– – 0.02% 227
2025
Q1 		$21.5K Hold
395
– – 0.02% 245
2024
Q4 		$33.6K Buy
+395
New +$32.4K 0.03% 207

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 $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DIG
Dragoneer Investment Group San Francisco, California $2.83B AUM 12.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Centricity Wealth Management's XYZ Position: Q2 2025 in Review

Centricity Wealth Management held its Block Inc (XYZ) position steady in Q2 2025 at 395 shares worth $26.8K. The position accounts for 0.02% of the portfolio, ranked #227.

Centricity Wealth Management first reported a position in XYZ in Q4 2024 and has held it in 3 quarters since. The position peaked at $33.6K in Q4 2024. 988 funds tracked by Wall St. Rank hold XYZ as of Q2 2025.

  • Centricity Wealth Management held 395 shares of Block Inc worth $26.8K as of Q2 2025.
  • Centricity Wealth Management left its Block Inc share count unchanged in Q2 2025.
  • Block Inc made up 0.02% of Centricity Wealth Management's portfolio in Q2 2025, its #227 holding.
  • Centricity Wealth Management first reported a position in Block Inc in Q4 2024 and has held it in 3 quarters since.
  • Centricity Wealth Management's Block Inc position peaked at $33.6K in Q4 2024.
  • 988 funds tracked by Wall St. Rank held Block Inc as of Q2 2025.

Based on Centricity Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.