TIM
XYZ

Tortoise Investment Management’s Block Inc XYZ Stock Holding History

Tortoise Investment 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
Q4 		– Sell
-31
Closed -$2.24K – 1545
2025
Q3 		$2.24K Buy
31
+8
+35% +$599 ﹤0.01% 847
2025
Q2 		$1.56K Buy
+23
New +$1.34K ﹤0.01% 861
2023
Q2 		– Sell
-13
Closed -$892 – 799
2023
Q1 		$892 Buy
+13
New +$973 ﹤0.01% 731

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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Tortoise Investment Management's XYZ Position: Q4 2025 in Review

Tortoise Investment Management sold out of Block Inc (XYZ) in Q4 2025, closing a stake of 31 shares — an estimated $2.24K sold.

Tortoise Investment Management first reported a position in XYZ in Q1 2023 and held it in 3 quarters. The position peaked at $2.24K in Q3 2025. 1,029 funds tracked by Wall St. Rank hold XYZ as of Q4 2025.

  • Tortoise Investment Management reported no remaining Block Inc position as of Q4 2025 after selling out during the quarter.
  • Tortoise Investment Management sold 31 Block Inc shares in Q4 2025, an estimated $2.24K.
  • Tortoise Investment Management first reported a position in Block Inc in Q1 2023 and held it in 3 quarters.
  • Tortoise Investment Management's Block Inc position peaked at $2.24K in Q3 2025.
  • 1,029 funds tracked by Wall St. Rank held Block Inc as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.