MSWA
XYZ

Marshall & Sterling Wealth Advisors’s Block Inc XYZ Stock Holding History

Marshall & Sterling Wealth Advisors’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
-94
Closed -$6.79K – 651
2025
Q3 		$6.79K Hold
94
– – ﹤0.01% 439
2025
Q2 		$6.38K Buy
+94
New +$5.47K ﹤0.01% 438

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

Marshall & Sterling Wealth Advisors's XYZ Position: Q4 2025 in Review

Marshall & Sterling Wealth Advisors sold out of Block Inc (XYZ) in Q4 2025, closing a stake of 94 shares — an estimated $6.79K sold.

Marshall & Sterling Wealth Advisors first reported a position in XYZ in Q2 2025 and held it in 2 quarters. The position peaked at $6.79K in Q3 2025. 1,026 funds tracked by Wall St. Rank hold XYZ as of Q4 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining Block Inc position as of Q4 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 94 Block Inc shares in Q4 2025, an estimated $6.79K.
  • Marshall & Sterling Wealth Advisors first reported a position in Block Inc in Q2 2025 and held it in 2 quarters.
  • Marshall & Sterling Wealth Advisors's Block Inc position peaked at $6.79K in Q3 2025.
  • 1,026 funds tracked by Wall St. Rank held Block Inc as of Q4 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.