LNWWM
XYZ

Laird Norton Wetherby Wealth Management’s Block Inc XYZ Stock Holding History

Laird Norton Wetherby 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
2021
Q4 		– Sell
-1,200
Closed -$288K – 970
2021
Q3 		$288K Buy
+1,200
New +$308K 0.02% 725
2021
Q1 		– Sell
-1,000
Closed -$218K – 914
2020
Q4 		$218K Buy
+1,000
New +$195K 0.01% 787

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

Laird Norton Wetherby Wealth Management's XYZ Position: Q3 2025 in Review

Laird Norton Wetherby Wealth Management increased its Block Inc (XYZ) stake by 8.4% in Q3 2025, buying an estimated $25.3K and bringing the position to 4,354 shares worth $315K. The position accounts for 0.01% of the portfolio, ranked #739.

Laird Norton Wetherby Wealth Management first reported a position in XYZ in Q1 2019 and has held it in 26 quarters since. The position peaked at $1.79M in Q3 2020. 1,032 funds tracked by Wall St. Rank hold XYZ as of Q3 2025.

  • Laird Norton Wetherby Wealth Management held 4,354 shares of Block Inc worth $315K as of Q3 2025.
  • Laird Norton Wetherby Wealth Management bought 338 Block Inc shares in Q3 2025, an estimated $25.3K.
  • Block Inc made up 0.01% of Laird Norton Wetherby Wealth Management's portfolio in Q3 2025, its #739 holding.
  • Laird Norton Wetherby Wealth Management first reported a position in Block Inc in Q1 2019 and has held it in 26 quarters since.
  • Laird Norton Wetherby Wealth Management's Block Inc position peaked at $1.79M in Q3 2020.
  • 1,032 funds tracked by Wall St. Rank held Block Inc as of Q3 2025.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.