AWL
XYZ

AFFINITY WEALTH LLC’s Block Inc XYZ Stock Holding History

AFFINITY WEALTH LLC’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
-15
Closed -$815 – 79
2025
Q1 		$815 Buy
+15
New +$1.12K ﹤0.01% 41

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 $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DIG
Dragoneer Investment Group San Francisco, California $2.83B AUM 12.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

AFFINITY WEALTH LLC's XYZ Position: Q2 2025 in Review

AFFINITY WEALTH LLC sold out of Block Inc (XYZ) in Q2 2025, closing a stake of 15 shares — an estimated $815 sold.

AFFINITY WEALTH LLC first reported a position in XYZ in Q1 2025 and held it in 1 quarter. The position peaked at $815 in Q1 2025. 988 funds tracked by Wall St. Rank hold XYZ as of Q2 2025.

  • AFFINITY WEALTH LLC reported no remaining Block Inc position as of Q2 2025 after selling out during the quarter.
  • AFFINITY WEALTH LLC sold 15 Block Inc shares in Q2 2025, an estimated $815.
  • AFFINITY WEALTH LLC first reported a position in Block Inc in Q1 2025 and held it in 1 quarter.
  • AFFINITY WEALTH LLC's Block Inc position peaked at $815 in Q1 2025.
  • 988 funds tracked by Wall St. Rank held Block Inc as of Q2 2025.

Based on AFFINITY WEALTH LLC's 13F filing for Q2 2025, filed 26 Aug 2026.