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
2023
Q3 		– Sell
-14,000
Closed -$19.8K – 1118
2023
Q2 		$19.8K Buy
+14,000
New +$875K ﹤0.01% 434
2022
Q1 		– Sell
-8,000
Closed -$129K – 1132
2021
Q4 		$129K Buy
+8,000
New +$1.73M 0.02% 248

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.