PWM
XYZ

Parkworth Wealth Management’s Block Inc XYZ Stock Holding History

Parkworth Wealth 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
Q2 		$611 Buy
9
+1
+13% +$58 ﹤0.01% 577
2025
Q1 		$435 Buy
8
+2
+33% +$149 ﹤0.01% 467
2024
Q4 		$510 Buy
+6
New +$492 ﹤0.01% 431

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Parkworth Wealth Management's XYZ Position: Q2 2025 in Review

Parkworth Wealth Management increased its Block Inc (XYZ) stake by 13% in Q2 2025, buying an estimated $58 and bringing the position to 9 shares worth $611. The position accounts for ﹤0.01% of the portfolio, ranked #577.

Parkworth Wealth Management first reported a position in XYZ in Q4 2024 and has held it in 3 quarters since. 987 funds tracked by Wall St. Rank hold XYZ as of Q2 2025.

  • Parkworth Wealth Management held 9 shares of Block Inc worth $611 as of Q2 2025.
  • Parkworth Wealth Management bought 1 Block Inc share in Q2 2025, an estimated $58.
  • Block Inc made up ﹤0.01% of Parkworth Wealth Management's portfolio in Q2 2025, its #577 holding.
  • Parkworth Wealth Management first reported a position in Block Inc in Q4 2024 and has held it in 3 quarters since.
  • 987 funds tracked by Wall St. Rank held Block Inc as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.