TVWM
XYZ

Tower View Wealth Management’s Block Inc XYZ Stock Holding History

Tower View 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
Q4 		– Sell
-5
Closed -$362 – 187
2025
Q3 		$362 Hold
5
– – ﹤0.01% 169
2025
Q2 		$340 Hold
5
– – ﹤0.01% 189
2025
Q1 		$272 Hold
5
– – ﹤0.01% 182
2024
Q4 		$425 Buy
+5
New +$410 ﹤0.01% 192
2023
Q1 		– Sell
-20,911
Closed -$1.31M – 168
2022
Q4 		$1.31M Sell
20,911
-308
-1% -$19K 0.91% 42
2022
Q3 		$1.17M Buy
21,219
+9
+0% +$637 0.89% 44
2022
Q2 		$1.3M Buy
21,210
+4,269
+25% +$390K 0.96% 42
2022
Q1 		$2.3M Buy
16,941
+4,543
+37% +$550K 1.24% 36
2021
Q4 		$2M Buy
12,398
+2,995
+32% +$649K 1.02% 38
2021
Q3 		$2.25M Sell
9,403
-2,655
-22% -$682K 1.25% 35
2021
Q2 		$2.94M Sell
12,058
-39
-0.3% -$9.05K 1.49% 33
2021
Q1 		$2.75M Sell
12,097
-902
-7% -$211K 1.5% 30
2020
Q4 		$2.83M Sell
12,999
-2,110
-14% -$412K 1.61% 30
2020
Q3 		$2.46M Sell
15,109
-800
-5% -$113K 1.6% 30
2020
Q2 		$1.67M Buy
15,909
+2,335
+17% +$179K 1.22% 39
2020
Q1 		$711K Buy
13,574
+2,757
+25% +$189K 0.64% 51
2019
Q4 		$677K Buy
10,817
+217
+2% +$13.9K 0.51% 56
2019
Q3 		$657K Buy
10,600
+770
+8% +$52.3K 0.54% 54
2019
Q2 		$713K Buy
9,830
+100
+1% +$6.99K 0.61% 51
2019
Q1 		$729K Buy
9,730
+430
+5% +$31.2K 0.65% 48
2018
Q4 		$522K Buy
9,300
+1,155
+14% +$81.6K 0.54% 51
2018
Q3 		$806K Sell
8,145
-5,370
-40% -$414K 0.7% 49
2018
Q2 		$833K Buy
13,515
+80
+0.6% +$4.4K 0.79% 50
2018
Q1 		$661K Sell
13,435
-3,325
-20% -$153K 0.66% 50
2017
Q4 		$581K Buy
+16,760
New +$614K 0.54% 57

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
JSC
J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Tower View Wealth Management's XYZ Position: Q4 2025 in Review

Tower View Wealth Management sold out of Block Inc (XYZ) in Q4 2025, closing a stake of 5 shares — an estimated $362 sold.

Tower View Wealth Management first reported a position in XYZ in Q4 2017 and held it in 25 quarters. The position peaked at $2.94M in Q2 2021. 1,026 funds tracked by Wall St. Rank hold XYZ as of Q4 2025.

  • Tower View Wealth Management reported no remaining Block Inc position as of Q4 2025 after selling out during the quarter.
  • Tower View Wealth Management sold 5 Block Inc shares in Q4 2025, an estimated $362.
  • Tower View Wealth Management first reported a position in Block Inc in Q4 2017 and held it in 25 quarters.
  • Tower View Wealth Management's Block Inc position peaked at $2.94M in Q2 2021.
  • 1,026 funds tracked by Wall St. Rank held Block Inc as of Q4 2025.

Based on Tower View Wealth Management's 13F filing for Q4 2025, filed 23 Jan 2026.