Parnassus Investments
XYZ

Parnassus Investments’s Block Inc XYZ Stock Holding History

Parnassus Investments’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
-120,615
Closed -$8.72M – 150
2025
Q3 		$8.72M Sell
120,615
-1,295
-1% -$96.9K 0.02% 128
2025
Q2 		$8.28M Sell
121,910
-195,615
-62% -$11.4M 0.02% 126
2025
Q1 		$17.3M Hold
317,525
– – 0.04% 110
2024
Q4 		$27M Buy
+317,525
New +$26M 0.06% 101
2024
Q2 		– Sell
-940,723
Closed -$79.6M – 138
2024
Q1 		$79.6M Buy
940,723
+106,429
+13% +$7.7M 0.17% 84
2023
Q4 		$64.5M Buy
+834,294
New +$47.2M 0.14% 95
2023
Q1 		– Sell
-319,369
Closed -$20.1M – 143
2022
Q4 		$20.1M Hold
319,369
– – 0.05% 108
2022
Q3 		$17.6M Buy
319,369
+52,422
+20% +$3.71M 0.05% 109
2022
Q2 		$16.4M Buy
266,947
+77,473
+41% +$7.08M 0.04% 113
2022
Q1 		$25.7M Buy
189,474
+42,923
+29% +$5.2M 0.05% 113
2021
Q4 		$23.7M Hold
146,551
– – 0.05% 112
2021
Q3 		$35.1M Hold
146,551
– – 0.07% 105
2021
Q2 		$35.7M Hold
146,551
– – 0.08% 103
2021
Q1 		$33.3M Sell
146,551
-46,662
-24% -$10.9M 0.08% 103
2020
Q4 		$42.1M Sell
193,213
-75,324
-28% -$14.7M 0.11% 86
2020
Q3 		$43.7M Sell
268,537
-70,051
-21% -$9.89M 0.14% 84
2020
Q2 		$35.5M Hold
338,588
– – 0.12% 83
2020
Q1 		$17.7M Buy
+338,588
New +$23.2M 0.07% 92

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 $5.7T 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