IAM
XYZ

Impact Asset Management’s Block Inc XYZ Stock Holding History

Impact Asset 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
Q1 		$200K Hold
3,684
– – 0.08% 74
2024
Q4 		$313K Hold
3,684
– – 0.12% 58
2024
Q3 		$247K Buy
+3,684
New +$238K 0.1% 64

Other funds holding XYZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Impact Asset Management's XYZ Position: Q1 2025 in Review

Impact Asset Management held its Block Inc (XYZ) position steady in Q1 2025 at 3,684 shares worth $200K. The position accounts for 0.08% of the portfolio, ranked #74.

Impact Asset Management first reported a position in XYZ in Q3 2024 and has held it in 3 quarters since. The position peaked at $313K in Q4 2024. 1,009 funds tracked by Wall St. Rank hold XYZ as of Q1 2025.

  • Impact Asset Management held 3,684 shares of Block Inc worth $200K as of Q1 2025.
  • Impact Asset Management left its Block Inc share count unchanged in Q1 2025.
  • Block Inc made up 0.08% of Impact Asset Management's portfolio in Q1 2025, its #74 holding.
  • Impact Asset Management first reported a position in Block Inc in Q3 2024 and has held it in 3 quarters since.
  • Impact Asset Management's Block Inc position peaked at $313K in Q4 2024.
  • 1,009 funds tracked by Wall St. Rank held Block Inc as of Q1 2025.

Based on Impact Asset Management's 13F filing for Q1 2025, filed 14 Aug 2025.