SA
XYZ

Sanctuary Advisors’s Block Inc XYZ Stock Holding History

Sanctuary Advisors’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
2026
Q1 		$4.71M Buy
78,196
+11,447
+17% +$696K 0.03% 580
2025
Q4 		$4.34M Sell
66,749
-4,382
-6% -$302K 0.02% 595
2025
Q3 		$5.14M Buy
71,131
+10,468
+17% +$784K 0.03% 526
2025
Q2 		$4.12M Buy
60,663
+8,814
+17% +$513K 0.03% 568
2025
Q1 		$2.82M Sell
51,849
-4,300
-8% -$321K 0.02% 652
2024
Q4 		$5.22M Buy
56,149
+3,737
+7% +$307K 0.03% 486
2024
Q3 		$4.84M Buy
52,412
+3,639
+7% +$235K 0.03% 516
2024
Q2 		$3.63M Buy
+48,773
New +$3.41M 0.03% 567

Other funds holding XYZ

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return