CAM
XYZ

Creekmur Asset Management’s Block Inc XYZ Stock Holding History

Creekmur Asset 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
Q3 		$521K Sell
7,213
-3,590
-33% -$269K 0.09% 120
2025
Q2 		$734K Buy
10,803
+3,236
+43% +$188K 0.13% 110
2025
Q1 		$411K Buy
7,567
+7,485
+9,128% +$559K 0.09% 130
2024
Q4 		$6.97K Hold
82
– – ﹤0.01% 460
2024
Q3 		$5.5K Sell
82
-377
-82% -$24.4K ﹤0.01% 520
2024
Q2 		$29.6K Sell
459
-4
-0.9% -$280 0.01% 319
2024
Q1 		$39.2K Hold
463
– – 0.01% 281
2023
Q4 		$35.8K Buy
+463
New +$26.2K 0.01% 346

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
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
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
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Creekmur Asset Management's XYZ Position: Q3 2025 in Review

Creekmur Asset Management reduced its Block Inc (XYZ) stake by 33% in Q3 2025, selling an estimated $269K and leaving 7,213 shares worth $521K. The position accounts for 0.09% of the portfolio, ranked #120.

Creekmur Asset Management first reported a position in XYZ in Q4 2023 and has held it in 8 quarters since. The position peaked at $734K in Q2 2025. 1,031 funds tracked by Wall St. Rank hold XYZ as of Q3 2025.

  • Creekmur Asset Management held 7,213 shares of Block Inc worth $521K as of Q3 2025.
  • Creekmur Asset Management sold 3,590 Block Inc shares in Q3 2025, an estimated $269K.
  • Block Inc made up 0.09% of Creekmur Asset Management's portfolio in Q3 2025, its #120 holding.
  • Creekmur Asset Management first reported a position in Block Inc in Q4 2023 and has held it in 8 quarters since.
  • Creekmur Asset Management's Block Inc position peaked at $734K in Q2 2025.
  • 1,031 funds tracked by Wall St. Rank held Block Inc as of Q3 2025.

Based on Creekmur Asset Management's 13F filing for Q3 2025, filed 12 Nov 2025.