NWM
XYZ

Napa Wealth Management’s Block Inc XYZ Stock Holding History

Napa 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
Q1 		– Sell
-2,387
Closed -$203K – 222
2024
Q4 		$203K Buy
+2,387
New +$196K 0.09% 163
2024
Q1 		– Sell
-2,883
Closed -$223K – 124
2023
Q4 		$223K Buy
+2,883
New +$163K 0.12% 104

Other funds holding XYZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Napa Wealth Management's XYZ Position: Q1 2025 in Review

Napa Wealth Management sold out of Block Inc (XYZ) in Q1 2025, closing a stake of 2,387 shares — an estimated $203K sold.

Napa Wealth Management first reported a position in XYZ in Q4 2023 and held it in 2 quarters. The position peaked at $223K in Q4 2023. 1,009 funds tracked by Wall St. Rank hold XYZ as of Q1 2025.

  • Napa Wealth Management reported no remaining Block Inc position as of Q1 2025 after selling out during the quarter.
  • Napa Wealth Management sold 2,387 Block Inc shares in Q1 2025, an estimated $203K.
  • Napa Wealth Management first reported a position in Block Inc in Q4 2023 and held it in 2 quarters.
  • Napa Wealth Management's Block Inc position peaked at $223K in Q4 2023.
  • 1,009 funds tracked by Wall St. Rank held Block Inc as of Q1 2025.

Based on Napa Wealth Management's 13F filing for Q1 2025, filed 14 May 2025.