SWM
XYZ

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
Q1 		– Sell
-2,000
Closed -$170K – 157
2024
Q4 		$170K Hold
2,000
– – 0.09% 128
2024
Q3 		$134K Buy
+2,000
New +$129K 0.07% 122

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

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. 988 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.
  • 988 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.