EP
XYZ

Edgestream Partners’s Block Inc XYZ Stock Holding History

Edgestream Partners’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
2026
Q1 		– Sell
-55,217
Closed -$3.59M – 1158
2025
Q4 		$3.59M Buy
+55,217
New +$3.81M 0.1% 356
2025
Q3 		– Sell
-4,754
Closed -$323K – 1102
2025
Q2 		$323K Buy
+4,754
New +$277K 0.01% 781
2024
Q4 		– Sell
-3,298
Closed -$221K – 1138
2024
Q3 		$221K Sell
3,298
-1,535
-32% -$99.2K 0.01% 797
2024
Q2 		$312K Buy
4,833
+1,321
+38% +$92.4K 0.02% 742
2024
Q1 		$297K Sell
3,512
-22,093
-86% -$1.6M 0.01% 725
2023
Q4 		$1.98M Buy
+25,605
New +$1.45M 0.14% 242
2023
Q2 		– Sell
-4,882
Closed -$335K – 946
2023
Q1 		$335K Buy
+4,882
New +$365K 0.04% 461

Other funds holding XYZ

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return