GSC
XYZ

Ground Swell Capital’s Block Inc XYZ Stock Holding History

Ground Swell Capital’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
-7,343
Closed -$399K – 283
2025
Q1 		$399K Buy
+7,343
New +$548K 0.86% 31
2023
Q2 		– Sell
-4,384
Closed -$301K – 95
2023
Q1 		$301K Buy
+4,384
New +$328K 0.5% 14

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DIG
Dragoneer Investment Group San Francisco, California $3B AUM 6.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ground Swell Capital's XYZ Position: Q2 2025 in Review

Ground Swell Capital sold out of Block Inc (XYZ) in Q2 2025, closing a stake of 7,343 shares — an estimated $399K sold.

Ground Swell Capital first reported a position in XYZ in Q1 2023 and held it in 2 quarters. The position peaked at $399K in Q1 2025. 987 funds tracked by Wall St. Rank hold XYZ as of Q2 2025.

  • Ground Swell Capital reported no remaining Block Inc position as of Q2 2025 after selling out during the quarter.
  • Ground Swell Capital sold 7,343 Block Inc shares in Q2 2025, an estimated $399K.
  • Ground Swell Capital first reported a position in Block Inc in Q1 2023 and held it in 2 quarters.
  • Ground Swell Capital's Block Inc position peaked at $399K in Q1 2025.
  • 987 funds tracked by Wall St. Rank held Block Inc as of Q2 2025.

Based on Ground Swell Capital's 13F filing for Q2 2025, filed 31 Jul 2025.