TWD
XYZ

True Wealth Design’s Block Inc XYZ Stock Holding History

True Wealth Design’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
2026
Q1 		$13.7K Buy
227
+163
+255% +$9.91K ﹤0.01% 865
2025
Q4 		$4.14K Sell
64
-2
-3% -$138 ﹤0.01% 1169
2025
Q3 		$4.78K Buy
66
+10
+18% +$749 ﹤0.01% 1094
2025
Q2 		$3.77K Buy
56
+38
+211% +$2.21K ﹤0.01% 921
2025
Q1 		$951 Sell
18
-484
-96% -$36.1K ﹤0.01% 1280
2024
Q4 		$42.6K Buy
502
+8
+2% +$656 0.02% 195
2024
Q3 		$33.2K Buy
494
+194
+65% +$12.5K 0.01% 221
2024
Q2 		$19.3K Hold
300
– – ﹤0.01% 213
2024
Q1 		$25.4K Hold
300
– – 0.01% 199
2023
Q4 		$23.2K Hold
300
– – 0.01% 195
2023
Q3 		$13.3K Hold
300
– – ﹤0.01% 195
2023
Q2 		$20K Hold
300
– – 0.01% 186
2023
Q1 		$20.6K Sell
300
-1
-0.3% -$75 0.01% 200
2022
Q4 		$18.9K Buy
+301
New +$18.6K 0.01% 190

Other funds holding XYZ

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return