RWB
XYZ

RMR Wealth Builders’s Block Inc XYZ Stock Holding History

RMR Wealth Builders’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
-4,454
Closed -$303K – 304
2025
Q2 		$303K Buy
4,454
+434
+11% +$25.3K 0.03% 228
2025
Q1 		$218K Buy
4,020
+880
+28% +$65.7K 0.02% 243
2024
Q4 		$267K Sell
3,140
-456
-13% -$37.4K 0.03% 219
2024
Q3 		$241K Buy
3,596
+205
+6% +$13.2K 0.03% 230
2024
Q2 		$219K Buy
3,391
+736
+28% +$51.5K 0.03% 236
2024
Q1 		$225K Buy
+2,655
New +$192K 0.03% 243
2022
Q3 		– Sell
-4,338
Closed -$267K – 216
2022
Q2 		$267K Buy
4,338
+63
+1% +$5.76K 0.07% 151
2022
Q1 		$580K Buy
4,275
+2,732
+177% +$331K 0.12% 109
2021
Q4 		$249K Sell
1,543
-2,331
-60% -$505K 0.07% 103
2021
Q3 		$929K Buy
3,874
+228
+6% +$58.6K 0.27% 55
2021
Q2 		$889K Buy
3,646
+152
+4% +$35.3K 0.29% 56
2021
Q1 		$793K Buy
3,494
+285
+9% +$66.7K 0.21% 69
2020
Q4 		$698K Sell
3,209
-150
-4% -$29.3K 0.34% 57
2020
Q3 		$546K Buy
3,359
+285
+9% +$40.2K 0.14% 112
2020
Q2 		$323K Buy
+3,074
New +$235K 0.29% 80
2019
Q4 		$201K Buy
+3,214
New +$205K 0.19% 113

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 $3.37T AUM 44.26% 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

RMR Wealth Builders's XYZ Position: Q3 2025 in Review

RMR Wealth Builders sold out of Block Inc (XYZ) in Q3 2025, closing a stake of 4,454 shares — an estimated $303K sold.

RMR Wealth Builders first reported a position in XYZ in Q4 2019 and held it in 16 quarters. The position peaked at $929K in Q3 2021. 1,033 funds tracked by Wall St. Rank hold XYZ as of Q3 2025.

  • RMR Wealth Builders reported no remaining Block Inc position as of Q3 2025 after selling out during the quarter.
  • RMR Wealth Builders sold 4,454 Block Inc shares in Q3 2025, an estimated $303K.
  • RMR Wealth Builders first reported a position in Block Inc in Q4 2019 and held it in 16 quarters.
  • RMR Wealth Builders's Block Inc position peaked at $929K in Q3 2021.
  • 1,033 funds tracked by Wall St. Rank held Block Inc as of Q3 2025.

Based on RMR Wealth Builders's 13F filing for Q3 2025, filed 5 Nov 2025.