Hartford Financial Management’s Block Inc XYZ Stock Holding History

Hartford Financial 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 Q3	–	Sell	-31	Closed	-$2.11K	–	352
2025 Q2	$2.11K	Hold	31	–	–	﹤0.01%	322
2025 Q1	$1.69K	Hold	31	–	–	﹤0.01%	341
2024 Q4	$2.63K	Hold	31	–	–	﹤0.01%	344
2024 Q3	$2.08K	Hold	31	–	–	﹤0.01%	361
2024 Q2	$2K	Sell	31 -12	-28%	-$839	﹤0.01%	362
2024 Q1	$3.64K	Hold	43	–	–	﹤0.01%	344
2023 Q4	$3.33K	Hold	43	–	–	﹤0.01%	350
2023 Q3	$1.9K	Hold	43	–	–	﹤0.01%	372
2023 Q2	$2.86K	Hold	43	–	–	﹤0.01%	333
2023 Q1	$2.95K	Hold	43	–	–	﹤0.01%	330
2022 Q4	$2.7K	Hold	43	–	–	﹤0.01%	332
2022 Q3	$2K	Hold	43	–	–	﹤0.01%	364
2022 Q2	$3K	Hold	43	–	–	﹤0.01%	347
2022 Q1	$6K	Buy	43 +31	+258%	+$3.75K	﹤0.01%	328
2021 Q4	$2K	Buy	12 +2	+20%	+$433	﹤0.01%	353
2021 Q3	$2K	Buy	+10	New	+$2.57K	﹤0.01%	381

Other funds holding XYZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Hartford Financial Management's XYZ Position: Q3 2025 in Review

Hartford Financial Management sold out of Block Inc (XYZ) in Q3 2025, closing a stake of 31 shares — an estimated $2.11K sold.

Hartford Financial Management first reported a position in XYZ in Q3 2021 and held it in 16 quarters. The position peaked at $6K in Q1 2022. 1,031 funds tracked by Wall St. Rank hold XYZ as of Q3 2025.

Hartford Financial Management reported no remaining Block Inc position as of Q3 2025 after selling out during the quarter.
Hartford Financial Management sold 31 Block Inc shares in Q3 2025, an estimated $2.11K.
Hartford Financial Management first reported a position in Block Inc in Q3 2021 and held it in 16 quarters.
Hartford Financial Management's Block Inc position peaked at $6K in Q1 2022.
1,031 funds tracked by Wall St. Rank held Block Inc as of Q3 2025.

Based on Hartford Financial Management's 13F filing for Q3 2025, filed 28 Oct 2025.