FWM
XYZ

Focused Wealth Management’s Block Inc XYZ Stock Holding History

Focused 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
-3,000
Closed -$163K – 232
2025
Q1 		$163K Buy
+3,000
New +$224K 0.02% 168
2024
Q4 		– Sell
-2,600
Closed -$175K – 266
2024
Q3 		$175K Sell
2,600
-1,000
-28% -$64.6K 0.02% 206
2024
Q2 		$232K Buy
+3,600
New +$252K 0.03% 163
2021
Q4 		– Sell
-600
Closed -$5K – 1117
2021
Q3 		$5K Buy
+600
New +$154K ﹤0.01% 732

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 $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DIG
Dragoneer Investment Group San Francisco, California $2.83B AUM 12.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Focused Wealth Management sold out of Block Inc (XYZ) in Q2 2025, closing a stake of 1,664 shares — an estimated $90.4K sold.

Focused Wealth Management first reported a position in XYZ in Q4 2015 and held it in 36 quarters. The position peaked at $587K in Q4 2020. 988 funds tracked by Wall St. Rank hold XYZ as of Q2 2025.

  • Focused Wealth Management reported no remaining Block Inc position as of Q2 2025 after selling out during the quarter.
  • Focused Wealth Management sold 1,664 Block Inc shares in Q2 2025, an estimated $90.4K.
  • Focused Wealth Management first reported a position in Block Inc in Q4 2015 and held it in 36 quarters.
  • Focused Wealth Management's Block Inc position peaked at $587K in Q4 2020.
  • 988 funds tracked by Wall St. Rank held Block Inc as of Q2 2025.

Based on Focused Wealth Management's 13F filing for Q2 2025, filed 15 Jul 2025.