Evexia Wealth’s Block Inc XYZ Stock Holding History

Evexia Wealth’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	-4,239	Closed	-$318K	–	94
2025 Q3	$318K	Buy	4,239 +565	+15%	+$42.3K	0.1%	70
2025 Q2	$268K	Buy	+3,674	New	+$214K	0.08%	71

Other funds holding XYZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Evexia Wealth's XYZ Position: Q4 2025 in Review

Evexia Wealth sold out of Block Inc (XYZ) in Q4 2025, closing a stake of 4,239 shares — an estimated $318K sold.

Evexia Wealth first reported a position in XYZ in Q2 2025 and held it in 2 quarters. The position peaked at $318K in Q3 2025. 1,026 funds tracked by Wall St. Rank hold XYZ as of Q4 2025.

Evexia Wealth reported no remaining Block Inc position as of Q4 2025 after selling out during the quarter.
Evexia Wealth sold 4,239 Block Inc shares in Q4 2025, an estimated $318K.
Evexia Wealth first reported a position in Block Inc in Q2 2025 and held it in 2 quarters.
Evexia Wealth's Block Inc position peaked at $318K in Q3 2025.
1,026 funds tracked by Wall St. Rank held Block Inc as of Q4 2025.

Based on Evexia Wealth's 13F filing for Q4 2025, filed 16 Jan 2026.