KOC
XYZ

Koss-Olinger Consulting’s Block Inc XYZ Stock Holding History

Koss-Olinger Consulting’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
-14,608
Closed -$992K – 321
2025
Q3 		$992K Sell
14,608
-23
-0.2% -$1.72K 0.08% 123
2025
Q2 		$994K Hold
14,631
– – 0.08% 123
2025
Q1 		$795K Sell
14,631
-37
-0.3% -$2.76K 0.07% 135
2024
Q4 		$1.25M Buy
+14,668
New +$1.2M 0.11% 88
2024
Q1 		– Sell
-5,358
Closed -$414K – 332
2023
Q4 		$414K Buy
+5,358
New +$303K 0.04% 177

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

Koss-Olinger Consulting's XYZ Position: Q4 2025 in Review

Koss-Olinger Consulting sold out of Block Inc (XYZ) in Q4 2025, closing a stake of 14,608 shares — an estimated $992K sold.

Koss-Olinger Consulting first reported a position in XYZ in Q4 2023 and held it in 5 quarters. The position peaked at $1.25M in Q4 2024. 1,026 funds tracked by Wall St. Rank hold XYZ as of Q4 2025.

  • Koss-Olinger Consulting reported no remaining Block Inc position as of Q4 2025 after selling out during the quarter.
  • Koss-Olinger Consulting sold 14,608 Block Inc shares in Q4 2025, an estimated $992K.
  • Koss-Olinger Consulting first reported a position in Block Inc in Q4 2023 and held it in 5 quarters.
  • Koss-Olinger Consulting's Block Inc position peaked at $1.25M in Q4 2024.
  • 1,026 funds tracked by Wall St. Rank held Block Inc as of Q4 2025.

Based on Koss-Olinger Consulting's 13F filing for Q4 2025, filed 10 Feb 2026.