LAI
XYZ

Legal Advantage Investments’s Block Inc XYZ Stock Holding History

Legal Advantage Investments’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
-22,075
Closed -$1.6M – 93
2025
Q3 		$1.6M Sell
22,075
-800
-3% -$59.9K 0.72% 41
2025
Q2 		$1.55M Sell
22,875
-210
-0.9% -$12.2K 0.73% 40
2025
Q1 		$1.25M Sell
23,085
-75
-0.3% -$5.6K 0.68% 42
2024
Q4 		$1.97M Buy
23,160
+2,700
+13% +$221K 1.04% 33
2024
Q3 		$1.37M Sell
20,460
-100
-0.5% -$6.46K 0.76% 41
2024
Q2 		$1.33M Sell
20,560
-50
-0.2% -$3.5K 0.76% 39
2024
Q1 		$1.74M Hold
20,610
– – 0.97% 33
2023
Q4 		$1.59M Sell
20,610
-100
-0.5% -$5.65K 0.96% 33
2023
Q3 		$917K Buy
20,710
+200
+1% +$12.4K 0.65% 46
2023
Q2 		$1.37M Hold
20,510
– – 0.91% 33
2023
Q1 		$1.41M Hold
20,510
– – 1.03% 28
2022
Q4 		$1.29M Hold
20,510
– – 1.06% 27
2022
Q3 		$1.13M Hold
20,510
– – 1.06% 28
2022
Q2 		$1.26M Hold
20,510
– – 1.23% 25
2022
Q1 		$2.78M Sell
20,510
-10
-0% -$1.21K 2.09% 15
2021
Q4 		$3.31M Sell
20,520
-250
-1% -$54.2K 2.25% 16
2021
Q3 		$4.98M Sell
20,770
-100
-0.5% -$25.7K 3.34% 6
2021
Q2 		$5.09M Buy
20,870
+25
+0.1% +$5.8K 3.48% 6
2021
Q1 		$4.73M Hold
20,845
– – 3.54% 6
2020
Q4 		$4.54M Buy
+20,845
New +$4.07M 3.53% 5

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

Legal Advantage Investments's XYZ Position: Q4 2025 in Review

Legal Advantage Investments sold out of Block Inc (XYZ) in Q4 2025, closing a stake of 22,075 shares — an estimated $1.6M sold.

Legal Advantage Investments first reported a position in XYZ in Q4 2020 and held it in 20 quarters. The position peaked at $5.09M in Q2 2021. 1,027 funds tracked by Wall St. Rank hold XYZ as of Q4 2025.

  • Legal Advantage Investments reported no remaining Block Inc position as of Q4 2025 after selling out during the quarter.
  • Legal Advantage Investments sold 22,075 Block Inc shares in Q4 2025, an estimated $1.6M.
  • Legal Advantage Investments first reported a position in Block Inc in Q4 2020 and held it in 20 quarters.
  • Legal Advantage Investments's Block Inc position peaked at $5.09M in Q2 2021.
  • 1,027 funds tracked by Wall St. Rank held Block Inc as of Q4 2025.

Based on Legal Advantage Investments's 13F filing for Q4 2025, filed 14 Jan 2026.