GC
XYZ

Gilbert & Cook’s Block Inc XYZ Stock Holding History

Gilbert & Cook’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
Q3 		– Sell
-6,519
Closed -$443K – 222
2025
Q2 		$443K Sell
6,519
-4,239
-39% -$247K 0.06% 153
2025
Q1 		$584K Buy
10,758
+18
+0.2% +$1.34K 0.08% 114
2024
Q4 		$913K Buy
10,740
+42
+0.4% +$3.45K 0.13% 75
2024
Q3 		$718K Buy
10,698
+645
+6% +$41.7K 0.1% 92
2024
Q2 		$648K Sell
10,053
-441
-4% -$30.9K 0.09% 92
2024
Q1 		$888K Buy
10,494
+927
+10% +$67K 0.12% 80
2023
Q4 		$740K Buy
9,567
+714
+8% +$40.4K 0.1% 91
2023
Q3 		$392K Buy
+8,853
New +$548K 0.06% 151

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 $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Gilbert & Cook's XYZ Position: Q3 2025 in Review

Gilbert & Cook sold out of Block Inc (XYZ) in Q3 2025, closing a stake of 6,519 shares — an estimated $443K sold.

Gilbert & Cook first reported a position in XYZ in Q3 2023 and held it in 8 quarters. The position peaked at $913K in Q4 2024. 1,031 funds tracked by Wall St. Rank hold XYZ as of Q3 2025.

  • Gilbert & Cook reported no remaining Block Inc position as of Q3 2025 after selling out during the quarter.
  • Gilbert & Cook sold 6,519 Block Inc shares in Q3 2025, an estimated $443K.
  • Gilbert & Cook first reported a position in Block Inc in Q3 2023 and held it in 8 quarters.
  • Gilbert & Cook's Block Inc position peaked at $913K in Q4 2024.
  • 1,031 funds tracked by Wall St. Rank held Block Inc as of Q3 2025.

Based on Gilbert & Cook's 13F filing for Q3 2025, filed 12 Nov 2025.