HWM
XYZ

Hemington Wealth Management’s Block Inc XYZ Stock Holding History

Hemington 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
2025
Q3 		$19K Buy
273
+49
+22% +$3.67K ﹤0.01% 654
2025
Q2 		$15K Buy
224
+44
+24% +$2.56K ﹤0.01% 734
2025
Q1 		$9K Sell
180
-51
-22% -$3.81K ﹤0.01% 867
2024
Q4 		$19K Buy
231
+59
+34% +$4.84K ﹤0.01% 577
2024
Q3 		$12K Buy
+172
New +$11.1K ﹤0.01% 663

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

Hemington Wealth Management's XYZ Position: Q3 2025 in Review

Hemington Wealth Management increased its Block Inc (XYZ) stake by 22% in Q3 2025, buying an estimated $3.67K and bringing the position to 273 shares worth $19K. The position accounts for ﹤0.01% of the portfolio, ranked #654.

Hemington Wealth Management first reported a position in XYZ in Q3 2024 and has held it in 5 quarters since. 1,031 funds tracked by Wall St. Rank hold XYZ as of Q3 2025.

  • Hemington Wealth Management held 273 shares of Block Inc worth $19K as of Q3 2025.
  • Hemington Wealth Management bought 49 Block Inc shares in Q3 2025, an estimated $3.67K.
  • Block Inc made up ﹤0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #654 holding.
  • Hemington Wealth Management first reported a position in Block Inc in Q3 2024 and has held it in 5 quarters since.
  • 1,031 funds tracked by Wall St. Rank held Block Inc as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.