DWM
XYZ

Drive Wealth Management’s Block Inc XYZ Stock Holding History

Drive 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
-5,835
Closed -$317K – 378
2025
Q1 		$317K Sell
5,835
-17,900
-75% -$1.34M 0.07% 208
2024
Q4 		$2.02M Sell
23,735
-517
-2% -$42.4K 0.49% 36
2024
Q3 		$1.63M Sell
24,252
-2,116
-8% -$137K 0.42% 43
2024
Q2 		$1.7M Buy
26,368
+724
+3% +$50.6K 0.46% 41
2024
Q1 		$2.17M Buy
25,644
+1,676
+7% +$121K 0.61% 28
2023
Q4 		$1.85M Buy
23,968
+3,320
+16% +$188K 0.6% 30
2023
Q3 		$914K Buy
+20,648
New +$1.28M 0.33% 63

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

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

Drive Wealth Management sold out of Block Inc (XYZ) in Q2 2025, closing a stake of 5,835 shares — an estimated $317K sold.

Drive Wealth Management first reported a position in XYZ in Q3 2023 and held it in 7 quarters. The position peaked at $2.17M in Q1 2024. 987 funds tracked by Wall St. Rank hold XYZ as of Q2 2025.

  • Drive Wealth Management reported no remaining Block Inc position as of Q2 2025 after selling out during the quarter.
  • Drive Wealth Management sold 5,835 Block Inc shares in Q2 2025, an estimated $317K.
  • Drive Wealth Management first reported a position in Block Inc in Q3 2023 and held it in 7 quarters.
  • Drive Wealth Management's Block Inc position peaked at $2.17M in Q1 2024.
  • 987 funds tracked by Wall St. Rank held Block Inc as of Q2 2025.

Based on Drive Wealth Management's 13F filing for Q2 2025, filed 30 Jul 2025.