LBWM
XYZ

Left Brain Wealth Management’s Block Inc XYZ Stock Holding History

Left Brain 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
Q2 		– Sell
-52,136
Closed -$2.83M – 115
2025
Q1 		$2.83M Sell
52,136
-8,141
-14% -$608K 1.24% 30
2024
Q4 		$5.12M Buy
60,277
+8,392
+16% +$688K 1.94% 16
2024
Q3 		$3.48M Sell
51,885
-51
-0.1% -$3.29K 1.62% 25
2024
Q2 		$3.35M Buy
51,936
+1,259
+2% +$88.1K 1.56% 27
2024
Q1 		$4.29M Buy
50,677
+44,376
+704% +$3.21M 2.08% 17
2023
Q4 		$487K Buy
+6,301
New +$356K 0.28% 61

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Left Brain Wealth Management's XYZ Position: Q2 2025 in Review

Left Brain Wealth Management sold out of Block Inc (XYZ) in Q2 2025, closing a stake of 52,136 shares — an estimated $2.83M sold.

Left Brain Wealth Management first reported a position in XYZ in Q4 2023 and held it in 6 quarters. The position peaked at $5.12M in Q4 2024. 987 funds tracked by Wall St. Rank hold XYZ as of Q2 2025.

  • Left Brain Wealth Management reported no remaining Block Inc position as of Q2 2025 after selling out during the quarter.
  • Left Brain Wealth Management sold 52,136 Block Inc shares in Q2 2025, an estimated $2.83M.
  • Left Brain Wealth Management first reported a position in Block Inc in Q4 2023 and held it in 6 quarters.
  • Left Brain Wealth Management's Block Inc position peaked at $5.12M in Q4 2024.
  • 987 funds tracked by Wall St. Rank held Block Inc as of Q2 2025.

Based on Left Brain Wealth Management's 13F filing for Q2 2025, filed 12 Aug 2025.