NewSquare Capital’s Block Inc XYZ Stock Holding History

NewSquare Capital’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 Q3	–	Sell	-23	Closed	-$1.56K	–	1296
2025 Q2	$1.56K	Buy	+23	New	+$1.34K	﹤0.01%	1003
2024 Q2	–	Sell	-53	Closed	-$4.48K	–	469
2024 Q1	$4.48K	Hold	53	–	–	﹤0.01%	303
2023 Q4	$4.1K	Sell	53 -1,029	-95%	-$58.2K	﹤0.01%	331
2023 Q3	$47.9K	Buy	1,082 +840	+347%	+$52K	0.01%	196
2023 Q2	$16.1K	Sell	242 -103	-30%	-$6.43K	﹤0.01%	279
2023 Q1	$23.7K	Buy	345 +258	+297%	+$19.3K	﹤0.01%	251
2022 Q4	$5.47K	Buy	+87	New	+$5.37K	﹤0.01%	359
2019 Q2	–	Sell	-3,270	Closed	-$245K	–	375
2019 Q1	$245K	Buy	+3,270	New	+$237K	0.05%	114
2018 Q4	–	Sell	-2,985	Closed	-$296K	–	364
2018 Q3	$296K	Buy	2,985 +195	+7%	+$15K	0.06%	98
2018 Q2	$196K	Buy	+2,790	New	+$153K	0.04%	108

Other funds holding XYZ

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

NewSquare Capital's XYZ Position: Q3 2025 in Review

NewSquare Capital sold out of Block Inc (XYZ) in Q3 2025, closing a stake of 23 shares — an estimated $1.56K sold.

NewSquare Capital first reported a position in XYZ in Q2 2018 and held it in 10 quarters. The position peaked at $296K in Q3 2018. 1,031 funds tracked by Wall St. Rank hold XYZ as of Q3 2025.

NewSquare Capital reported no remaining Block Inc position as of Q3 2025 after selling out during the quarter.
NewSquare Capital sold 23 Block Inc shares in Q3 2025, an estimated $1.56K.
NewSquare Capital first reported a position in Block Inc in Q2 2018 and held it in 10 quarters.
NewSquare Capital's Block Inc position peaked at $296K in Q3 2018.
1,031 funds tracked by Wall St. Rank held Block Inc as of Q3 2025.

Based on NewSquare Capital's 13F filing for Q3 2025, filed 12 Nov 2025.