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Ridgewood Investments’s Block Inc XYZ Stock Holding History

Ridgewood 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
Q3 		– Sell
-949
Closed -$64.5K – 726
2025
Q2 		$64.5K Sell
949
-100
-10% -$5.82K 0.03% 297
2025
Q1 		$57K Sell
1,049
-246
-19% -$18.4K 0.03% 298
2024
Q4 		$110K Sell
1,295
-494
-28% -$40.5K 0.05% 229
2024
Q3 		$120K Sell
1,789
-80
-4% -$5.17K 0.06% 220
2024
Q2 		$121K Buy
+1,869
New +$131K 0.06% 224
2023
Q3 		– Sell
-2,434
Closed -$162K – 819
2023
Q2 		$162K Buy
2,434
+105
+5% +$6.56K 0.09% 190
2023
Q1 		$160K Buy
+2,329
New +$174K 0.1% 202
2021
Q2 		– Sell
-1,410
Closed -$320K – 209
2021
Q1 		$320K Buy
1,410
+17
+1% +$3.98K 0.2% 142
2020
Q4 		$226K Hold
1,393
– – 0.18% 146
2020
Q3 		$226K Buy
+1,393
New +$197K 0.18% 147

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Ridgewood Investments's XYZ Position: Q3 2025 in Review

Ridgewood Investments sold out of Block Inc (XYZ) in Q3 2025, closing a stake of 949 shares — an estimated $64.5K sold.

Ridgewood Investments first reported a position in XYZ in Q3 2020 and held it in 10 quarters. The position peaked at $320K in Q1 2021. 1,035 funds tracked by Wall St. Rank hold XYZ as of Q3 2025.

  • Ridgewood Investments reported no remaining Block Inc position as of Q3 2025 after selling out during the quarter.
  • Ridgewood Investments sold 949 Block Inc shares in Q3 2025, an estimated $64.5K.
  • Ridgewood Investments first reported a position in Block Inc in Q3 2020 and held it in 10 quarters.
  • Ridgewood Investments's Block Inc position peaked at $320K in Q1 2021.
  • 1,035 funds tracked by Wall St. Rank held Block Inc as of Q3 2025.

Based on Ridgewood Investments's 13F filing for Q3 2025, filed 30 Oct 2025.