SQA
XYZ

Simon Quick Advisors’s Block Inc XYZ Stock Holding History

Simon Quick 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
2025
Q2 		– Sell
-3,932
Closed -$214K – 665
2025
Q1 		$214K Buy
3,932
+1,542
+65% +$115K 0.01% 540
2024
Q4 		$203K Buy
+2,390
New +$196K 0.01% 448
2024
Q2 		– Sell
-2,971
Closed -$251K – 451
2024
Q1 		$251K Buy
+2,971
New +$215K 0.02% 340
2022
Q2 		– Sell
-221
Closed -$30K – 412
2022
Q1 		$30K Buy
221
+18
+9% +$2.18K 0.01% 255
2021
Q4 		$33K Sell
203
-40
-16% -$8.67K 0.01% 255
2021
Q3 		$58K Buy
243
+43
+22% +$11K 0.01% 235
2021
Q2 		$48K Hold
200
– – 0.01% 254
2021
Q1 		$45K Hold
200
– – 0.01% 276
2020
Q4 		$44K Buy
+200
New +$39K 0.01% 249

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DIG
Dragoneer Investment Group San Francisco, California $2.83B AUM 12.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Simon Quick Advisors's XYZ Position: Q2 2025 in Review

Simon Quick Advisors sold out of Block Inc (XYZ) in Q2 2025, closing a stake of 3,932 shares — an estimated $214K sold.

Simon Quick Advisors first reported a position in XYZ in Q4 2020 and held it in 9 quarters. The position peaked at $251K in Q1 2024. 988 funds tracked by Wall St. Rank hold XYZ as of Q2 2025.

  • Simon Quick Advisors reported no remaining Block Inc position as of Q2 2025 after selling out during the quarter.
  • Simon Quick Advisors sold 3,932 Block Inc shares in Q2 2025, an estimated $214K.
  • Simon Quick Advisors first reported a position in Block Inc in Q4 2020 and held it in 9 quarters.
  • Simon Quick Advisors's Block Inc position peaked at $251K in Q1 2024.
  • 988 funds tracked by Wall St. Rank held Block Inc as of Q2 2025.

Based on Simon Quick Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.