OPS
XYZ

Orion Portfolio Solutions’s Block Inc XYZ Stock Holding History

Orion Portfolio Solutions’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 		$351K Sell
6,469
-4,502
-41% -$336K ﹤0.01% 1564
2024
Q4 		$932K Buy
10,971
+3,547
+48% +$291K 0.01% 1092
2024
Q3 		$498K Buy
7,424
+1,054
+17% +$68.1K 0.01% 1342
2024
Q2 		$411K Sell
6,370
-5,112
-45% -$358K ﹤0.01% 1342
2024
Q1 		$971K Buy
11,482
+3,552
+45% +$257K 0.01% 998
2023
Q4 		$550K Buy
7,930
+2,607
+49% +$147K 0.01% 1170
2023
Q3 		$236K Sell
5,323
-4,264
-44% -$264K ﹤0.01% 1486
2023
Q2 		$638K Sell
9,587
-2,030
-17% -$127K 0.01% 1123
2023
Q1 		$798K Buy
11,617
+6,322
+119% +$473K 0.01% 972
2022
Q4 		$333K Buy
5,295
+1,134
+27% +$70K 0.01% 632
2022
Q3 		$229K Sell
4,161
-332
-7% -$23.5K 0.01% 661
2022
Q2 		$276K Buy
4,493
+264
+6% +$24.1K 0.01% 576
2022
Q1 		$573K Sell
4,229
-339
-7% -$41K 0.02% 384
2021
Q4 		$738K Buy
4,568
+85
+2% +$18.4K 0.02% 337
2021
Q3 		$1.07M Buy
4,483
+343
+8% +$88.1K 0.04% 244
2021
Q2 		$1.01M Sell
4,140
-134
-3% -$31.1K 0.04% 234
2021
Q1 		$970K Buy
4,274
+166
+4% +$38.8K 0.04% 210
2020
Q4 		$894K Buy
4,108
+327
+9% +$63.8K 0.04% 216
2020
Q3 		$615K Buy
3,781
+231
+7% +$32.6K 0.03% 232
2020
Q2 		$373K Sell
3,550
-209
-6% -$16K 0.02% 283
2020
Q1 		$197K Sell
3,759
-43
-1% -$2.94K 0.01% 320
2019
Q4 		$238K Buy
+3,802
New +$243K 0.02% 290

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

Orion Portfolio Solutions's XYZ Position: Q1 2025 in Review

Orion Portfolio Solutions reduced its Block Inc (XYZ) stake by 41% in Q1 2025, selling an estimated $336K and leaving 6,469 shares worth $351K. The position accounts for ﹤0.01% of the portfolio, ranked #1564.

Orion Portfolio Solutions first reported a position in XYZ in Q4 2019 and has held it in 22 quarters since. The position peaked at $1.07M in Q3 2021. 1,009 funds tracked by Wall St. Rank hold XYZ as of Q1 2025.

  • Orion Portfolio Solutions held 6,469 shares of Block Inc worth $351K as of Q1 2025.
  • Orion Portfolio Solutions sold 4,502 Block Inc shares in Q1 2025, an estimated $336K.
  • Block Inc made up ﹤0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1564 holding.
  • Orion Portfolio Solutions first reported a position in Block Inc in Q4 2019 and has held it in 22 quarters since.
  • Orion Portfolio Solutions's Block Inc position peaked at $1.07M in Q3 2021.
  • 1,009 funds tracked by Wall St. Rank held Block Inc as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.