Litman Gregory Wealth Management’s Block Inc XYZ Stock Holding History

Litman Gregory 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 Q4	$3.25K	Buy	+50	New	+$3.45K	﹤0.01%	293

Other funds holding XYZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Litman Gregory Wealth Management's XYZ Position: Q4 2025 in Review

Litman Gregory Wealth Management opened a new position in Block Inc (XYZ) in Q4 2025: 50 shares worth $3.25K. The stake represents ﹤0.01% of the portfolio and ranks #293 among its holdings.

1,033 funds tracked by Wall St. Rank hold XYZ as of Q4 2025.

Litman Gregory Wealth Management held 50 shares of Block Inc worth $3.25K as of Q4 2025.
Block Inc was a new Litman Gregory Wealth Management position in Q4 2025.
Block Inc made up ﹤0.01% of Litman Gregory Wealth Management's portfolio in Q4 2025, its #293 holding.
1,033 funds tracked by Wall St. Rank held Block Inc as of Q4 2025.

Based on Litman Gregory Wealth Management's 13F filing for Q4 2025, filed 12 Feb 2026.