OP
XYZ

ORG Partners’s Block Inc XYZ Stock Holding History

ORG Partners’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 		$7.61K Hold
117
– – ﹤0.01% 1086
2025
Q3 		$8.44K Buy
117
+17
+17% +$1.27K ﹤0.01% 1007
2025
Q2 		$6.81K Sell
100
-23
-19% -$1.34K ﹤0.01% 980
2025
Q1 		$6.8K Buy
123
+31
+34% +$2.31K ﹤0.01% 873
2024
Q4 		$7.79K Sell
92
-2
-2% -$164 ﹤0.01% 945
2024
Q3 		$6.3K Sell
94
-5
-5% -$323 ﹤0.01% 858
2024
Q2 		$6.3K Buy
99
+85
+607% +$5.95K ﹤0.01% 1339
2024
Q1 		$1.14K Sell
14
-7
-33% -$506 ﹤0.01% 433
2023
Q4 		$1.62K Sell
21
-164
-89% -$9.27K ﹤0.01% 972
2023
Q3 		$8.17K Sell
185
-76
-29% -$4.71K ﹤0.01% 864
2023
Q2 		$16.9K Buy
+261
New +$16.3K ﹤0.01% 897

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

ORG Partners's XYZ Position: Q4 2025 in Review

ORG Partners held its Block Inc (XYZ) position steady in Q4 2025 at 117 shares worth $7.61K. The position accounts for ﹤0.01% of the portfolio, ranked #1086.

ORG Partners first reported a position in XYZ in Q2 2023 and has held it in 11 quarters since. The position peaked at $16.9K in Q2 2023. 1,026 funds tracked by Wall St. Rank hold XYZ as of Q4 2025.

  • ORG Partners held 117 shares of Block Inc worth $7.61K as of Q4 2025.
  • ORG Partners left its Block Inc share count unchanged in Q4 2025.
  • Block Inc made up ﹤0.01% of ORG Partners's portfolio in Q4 2025, its #1086 holding.
  • ORG Partners first reported a position in Block Inc in Q2 2023 and has held it in 11 quarters since.
  • ORG Partners's Block Inc position peaked at $16.9K in Q2 2023.
  • 1,026 funds tracked by Wall St. Rank held Block Inc as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.