GFWA
XYZ

Grey Fox Wealth Advisors’s Block Inc XYZ Stock Holding History

Grey Fox Wealth Advisors’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
-22
Closed -$1.59K – 636
2025
Q3 		$1.59K Buy
+22
New +$1.65K ﹤0.01% 555
2023
Q2 		– Sell
-6
Closed -$412 – 540
2023
Q1 		$412 Buy
+6
New +$449 ﹤0.01% 502

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
JSC
J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Grey Fox Wealth Advisors's XYZ Position: Q4 2025 in Review

Grey Fox Wealth Advisors sold out of Block Inc (XYZ) in Q4 2025, closing a stake of 22 shares — an estimated $1.59K sold.

Grey Fox Wealth Advisors first reported a position in XYZ in Q1 2023 and held it in 2 quarters. The position peaked at $1.59K in Q3 2025. 1,026 funds tracked by Wall St. Rank hold XYZ as of Q4 2025.

  • Grey Fox Wealth Advisors reported no remaining Block Inc position as of Q4 2025 after selling out during the quarter.
  • Grey Fox Wealth Advisors sold 22 Block Inc shares in Q4 2025, an estimated $1.59K.
  • Grey Fox Wealth Advisors first reported a position in Block Inc in Q1 2023 and held it in 2 quarters.
  • Grey Fox Wealth Advisors's Block Inc position peaked at $1.59K in Q3 2025.
  • 1,026 funds tracked by Wall St. Rank held Block Inc as of Q4 2025.

Based on Grey Fox Wealth Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.