Shelton Wealth Management’s Block Inc XYZ Stock Holding History

Shelton Wealth 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 Q2	–	Sell	-18,559	Closed	-$1.01M	–	182
2025 Q1	$1.01M	Buy	18,559 +13	+0.1%	+$970	0.55%	59
2024 Q4	$1.58M	Buy	18,546 +437	+2%	+$35.9K	0.82%	28
2024 Q3	$1.22M	Buy	18,109 +3,464	+24%	+$224K	0.66%	43
2024 Q2	$944K	Buy	+14,645	New	+$1.02M	0.54%	56

Other funds holding XYZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Shelton Wealth Management's XYZ Position: Q2 2025 in Review

Shelton Wealth Management sold out of Block Inc (XYZ) in Q2 2025, closing a stake of 18,559 shares — an estimated $1.01M sold.

Shelton Wealth Management first reported a position in XYZ in Q2 2024 and held it in 4 quarters. The position peaked at $1.58M in Q4 2024. 987 funds tracked by Wall St. Rank hold XYZ as of Q2 2025.

Shelton Wealth Management reported no remaining Block Inc position as of Q2 2025 after selling out during the quarter.
Shelton Wealth Management sold 18,559 Block Inc shares in Q2 2025, an estimated $1.01M.
Shelton Wealth Management first reported a position in Block Inc in Q2 2024 and held it in 4 quarters.
Shelton Wealth Management's Block Inc position peaked at $1.58M in Q4 2024.
987 funds tracked by Wall St. Rank held Block Inc as of Q2 2025.

Based on Shelton Wealth Management's 13F filing for Q2 2025, filed 11 Jul 2025.