PAM
XYZ

Palisade Asset Management’s Block Inc XYZ Stock Holding History

Palisade Asset 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
Q4 		– Sell
-111
Closed -$8.02K – 699
2025
Q3 		$8.02K Buy
+111
New +$8.31K ﹤0.01% 396
2024
Q2 		– Sell
-100
Closed -$8.46K – 406
2024
Q1 		$8.46K Buy
+100
New +$7.23K ﹤0.01% 353

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

Palisade Asset Management's XYZ Position: Q4 2025 in Review

Palisade Asset Management sold out of Block Inc (XYZ) in Q4 2025, closing a stake of 111 shares — an estimated $8.02K sold.

Palisade Asset Management first reported a position in XYZ in Q1 2024 and held it in 2 quarters. The position peaked at $8.46K in Q1 2024. 1,026 funds tracked by Wall St. Rank hold XYZ as of Q4 2025.

  • Palisade Asset Management reported no remaining Block Inc position as of Q4 2025 after selling out during the quarter.
  • Palisade Asset Management sold 111 Block Inc shares in Q4 2025, an estimated $8.02K.
  • Palisade Asset Management first reported a position in Block Inc in Q1 2024 and held it in 2 quarters.
  • Palisade Asset Management's Block Inc position peaked at $8.46K in Q1 2024.
  • 1,026 funds tracked by Wall St. Rank held Block Inc as of Q4 2025.

Based on Palisade Asset Management's 13F filing for Q4 2025, filed 13 Feb 2026.