RMP
XYZ

Richards, Merrill & Peterson’s Block Inc XYZ Stock Holding History

Richards, Merrill & Peterson’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 		– Sell
-780
Closed -$42.4K – 497
2025
Q1 		$42.4K Buy
780
+50
+7% +$3.73K 0.02% 263
2024
Q4 		$62K Buy
+730
New +$59.9K 0.03% 224

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

Richards, Merrill & Peterson's XYZ Position: Q2 2025 in Review

Richards, Merrill & Peterson sold out of Block Inc (XYZ) in Q2 2025, closing a stake of 780 shares — an estimated $42.4K sold.

Richards, Merrill & Peterson first reported a position in XYZ in Q4 2024 and held it in 2 quarters. The position peaked at $62K in Q4 2024. 987 funds tracked by Wall St. Rank hold XYZ as of Q2 2025.

  • Richards, Merrill & Peterson reported no remaining Block Inc position as of Q2 2025 after selling out during the quarter.
  • Richards, Merrill & Peterson sold 780 Block Inc shares in Q2 2025, an estimated $42.4K.
  • Richards, Merrill & Peterson first reported a position in Block Inc in Q4 2024 and held it in 2 quarters.
  • Richards, Merrill & Peterson's Block Inc position peaked at $62K in Q4 2024.
  • 987 funds tracked by Wall St. Rank held Block Inc as of Q2 2025.

Based on Richards, Merrill & Peterson's 13F filing for Q2 2025, filed 31 Jul 2025.