CWM
XYZ

Crowley Wealth Management’s Block Inc XYZ Stock Holding History

Crowley 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
Q4 		– Sell
-200
Closed -$14.5K – 391
2025
Q3 		$14.5K Hold
200
– – 0.01% 248
2025
Q2 		$13.6K Hold
200
– – 0.01% 241
2025
Q1 		$10.9K Hold
200
– – 0.01% 254
2024
Q4 		$17K Buy
+200
New +$16.4K 0.02% 220

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

Crowley Wealth Management's XYZ Position: Q4 2025 in Review

Crowley Wealth Management sold out of Block Inc (XYZ) in Q4 2025, closing a stake of 200 shares — an estimated $14.5K sold.

Crowley Wealth Management first reported a position in XYZ in Q4 2024 and held it in 4 quarters. The position peaked at $17K in Q4 2024. 1,026 funds tracked by Wall St. Rank hold XYZ as of Q4 2025.

  • Crowley Wealth Management reported no remaining Block Inc position as of Q4 2025 after selling out during the quarter.
  • Crowley Wealth Management sold 200 Block Inc shares in Q4 2025, an estimated $14.5K.
  • Crowley Wealth Management first reported a position in Block Inc in Q4 2024 and held it in 4 quarters.
  • Crowley Wealth Management's Block Inc position peaked at $17K in Q4 2024.
  • 1,026 funds tracked by Wall St. Rank held Block Inc as of Q4 2025.

Based on Crowley Wealth Management's 13F filing for Q4 2025.