PIM
XYZ

Profit Investment Management’s Block Inc XYZ Stock Holding History

Profit Investment 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 		$288K Sell
4,428
-461
-9% -$31.8K 1.17% 32
2025
Q3 		$353K Sell
4,889
-4,776
-49% -$357K 0.44% 61
2025
Q2 		$657K Sell
9,665
-470
-5% -$27.3K 0.59% 59
2025
Q1 		$551K Sell
10,135
-1,661
-14% -$124K 0.51% 62
2024
Q4 		$1M Sell
11,796
-541
-4% -$44.4K 0.8% 50
2024
Q3 		$828K Buy
12,337
+3,173
+35% +$205K 0.65% 58
2024
Q2 		$591K Buy
9,164
+709
+8% +$49.6K 0.37% 62
2024
Q1 		$715K Hold
8,455
– – 0.4% 62
2023
Q4 		$654K Sell
8,455
-356
-4% -$20.1K 0.37% 62
2023
Q3 		$390K Sell
8,811
-306
-3% -$18.9K 0.28% 63
2023
Q2 		$607K Sell
9,117
-218
-2% -$13.6K 0.39% 57
2023
Q1 		$641K Buy
9,335
+2,503
+37% +$187K 0.42% 54
2022
Q4 		$429K Buy
6,832
+518
+8% +$32K 0.3% 60
2022
Q3 		$347K Hold
6,314
– – 0.27% 67
2022
Q2 		$387K Hold
6,314
– – 0.28% 66
2022
Q1 		$857K Buy
6,314
+257
+4% +$31.1K 0.53% 52
2021
Q4 		$979K Buy
6,057
+2,232
+58% +$484K 0.62% 44
2021
Q3 		$917K Hold
3,825
– – 0.64% 35
2021
Q2 		$932K Hold
3,825
– – 0.49% 46
2021
Q1 		$869K Sell
3,825
-207
-5% -$48.4K 0.49% 47
2020
Q4 		$877K Buy
4,032
+25
+0.6% +$4.88K 0.56% 46
2020
Q3 		$650K Sell
4,007
-598
-13% -$84.4K 0.4% 68
2020
Q2 		$483K Buy
+4,605
New +$353K 0.34% 71

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 $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JSC
J. Stern & Co London, United Kingdom $1.06B AUM 11.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Profit Investment Management's XYZ Position: Q4 2025 in Review

Profit Investment Management reduced its Block Inc (XYZ) stake by 9.4% in Q4 2025, selling an estimated $31.8K and leaving 4,428 shares worth $288K. The position accounts for 1.17% of the portfolio, ranked #32.

Profit Investment Management first reported a position in XYZ in Q2 2020 and has held it in 23 quarters since. The position peaked at $1M in Q4 2024. 1,028 funds tracked by Wall St. Rank hold XYZ as of Q4 2025.

  • Profit Investment Management held 4,428 shares of Block Inc worth $288K as of Q4 2025.
  • Profit Investment Management sold 461 Block Inc shares in Q4 2025, an estimated $31.8K.
  • Block Inc made up 1.17% of Profit Investment Management's portfolio in Q4 2025, its #32 holding.
  • Profit Investment Management first reported a position in Block Inc in Q2 2020 and has held it in 23 quarters since.
  • Profit Investment Management's Block Inc position peaked at $1M in Q4 2024.
  • 1,028 funds tracked by Wall St. Rank held Block Inc as of Q4 2025.

Based on Profit Investment Management's 13F filing for Q4 2025, filed 8 Jan 2026.