Financial Gravity Asset Management’s Block Inc XYZ Stock Holding History

Financial Gravity Asset 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	-55	Closed	-$3.98K	–	953
2025 Q3	$3.98K	Buy	+55	New	+$4.12K	﹤0.01%	708
2021 Q3	–	Hold	0	–	–	–	151
2021 Q2	–	Hold	0	–	–	–	149
2019 Q4	$13K	Hold	200	–	–	0.01%	1142
2019 Q3	$12K	Hold	200	–	–	0.01%	586
2019 Q2	$15K	Hold	200	–	–	0.01%	521
2019 Q1	$15K	Buy	+200	New	+$14.5K	0.01%	488

Other funds holding XYZ

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Financial Gravity Asset Management's XYZ Position: Q4 2025 in Review

Financial Gravity Asset Management sold out of Block Inc (XYZ) in Q4 2025, closing a stake of 55 shares — an estimated $3.98K sold.

Financial Gravity Asset Management first reported a position in XYZ in Q1 2019 and held it in 5 quarters. The position peaked at $15K in Q2 2019. 1,029 funds tracked by Wall St. Rank hold XYZ as of Q4 2025.

Financial Gravity Asset Management reported no remaining Block Inc position as of Q4 2025 after selling out during the quarter.
Financial Gravity Asset Management sold 55 Block Inc shares in Q4 2025, an estimated $3.98K.
Financial Gravity Asset Management first reported a position in Block Inc in Q1 2019 and held it in 5 quarters.
Financial Gravity Asset Management's Block Inc position peaked at $15K in Q2 2019.
1,029 funds tracked by Wall St. Rank held Block Inc as of Q4 2025.

Based on Financial Gravity Asset Management's 13F filing for Q4 2025, filed 13 Feb 2026.