Envestnet Portfolio Solutions
XYZ

Envestnet Portfolio Solutions’s Block Inc XYZ Stock Holding History

Envestnet Portfolio Solutions’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 		$375K Sell
6,225
-8,375
-57% -$509K ﹤0.01% 1019
2025
Q4 		$950K Sell
14,600
-66,546
-82% -$4.59M ﹤0.01% 777
2025
Q3 		$5.86M Buy
81,146
+3,615
+5% +$271K 0.02% 320
2025
Q2 		$5.27M Buy
77,531
+3,539
+5% +$206K 0.02% 352
2025
Q1 		$4.02M Buy
73,992
+59,957
+427% +$4.48M 0.02% 415
2024
Q4 		$1.19M Buy
14,035
+2,730
+24% +$224K ﹤0.01% 846
2024
Q3 		$759K Buy
11,305
+1,837
+19% +$119K ﹤0.01% 1008
2024
Q2 		$611K Buy
9,468
+2,521
+36% +$176K ﹤0.01% 1053
2024
Q1 		$588K Buy
6,947
+2,432
+54% +$176K ﹤0.01% 1047
2023
Q4 		$349K Buy
+4,515
New +$255K ﹤0.01% 1215

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