OIA
XYZ

Optimum Investment Advisors’s Block Inc XYZ Stock Holding History

Optimum Investment 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
2020
Q4 		– Sell
-1,000
Closed -$2K – 967
2020
Q3 		$2K Buy
+1,000
New +$141K ﹤0.01% 835

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
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
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
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Optimum Investment Advisors's XYZ Position: Q3 2025 in Review

Optimum Investment Advisors reduced its Block Inc (XYZ) stake by 18% in Q3 2025, selling an estimated $15.3K and leaving 925 shares worth $66.8K. The position accounts for 0.03% of the portfolio, ranked #309.

Optimum Investment Advisors first reported a position in XYZ in Q3 2018 and has held it in 26 quarters since. The position peaked at $169K in Q1 2021. 1,032 funds tracked by Wall St. Rank hold XYZ as of Q3 2025.

  • Optimum Investment Advisors held 925 shares of Block Inc worth $66.8K as of Q3 2025.
  • Optimum Investment Advisors sold 204 Block Inc shares in Q3 2025, an estimated $15.3K.
  • Block Inc made up 0.03% of Optimum Investment Advisors's portfolio in Q3 2025, its #309 holding.
  • Optimum Investment Advisors first reported a position in Block Inc in Q3 2018 and has held it in 26 quarters since.
  • Optimum Investment Advisors's Block Inc position peaked at $169K in Q1 2021.
  • 1,032 funds tracked by Wall St. Rank held Block Inc as of Q3 2025.

Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.