Tucker Asset Management’s Block Inc XYZ Stock Holding History

Tucker Asset 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	$7.55K	Buy	+116	New	+$8K	﹤0.01%	630
2025 Q1	–	Sell	-116	Closed	-$9.86K	–	982
2024 Q4	$9.86K	Hold	116	–	–	﹤0.01%	766
2024 Q3	$7.79K	Hold	116	–	–	﹤0.01%	782
2024 Q2	$7.48K	Sell	116 -26	-18%	-$1.82K	﹤0.01%	931
2024 Q1	$12K	Hold	142	–	–	﹤0.01%	797
2023 Q4	$11K	Hold	142	–	–	﹤0.01%	663
2023 Q3	$6.29K	Hold	142	–	–	﹤0.01%	777
2023 Q2	$9.45K	Hold	142	–	–	﹤0.01%	542
2023 Q1	$9.75K	Buy	142 +23	+19%	+$1.72K	﹤0.01%	554
2022 Q4	$7.49K	Buy	119 +23	+24%	+$1.42K	﹤0.01%	389
2022 Q3	$5.77K	Buy	96 +3	+3%	+$212	﹤0.01%	405
2022 Q2	$5.72K	Hold	93	–	–	﹤0.01%	315
2022 Q1	$12.6K	Buy	+93	New	+$11.3K	﹤0.01%	204
2021 Q2	–	Sell	-250	Closed	-$56.8K	–	376
2021 Q1	$56.8K	Sell	250 -2,142	-90%	-$501K	0.03%	67
2020 Q4	$521K	Buy	+2,392	New	+$467K	0.31%	10

Other funds holding XYZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Tucker Asset Management's XYZ Position: Q4 2025 in Review

Tucker Asset Management opened a new position in Block Inc (XYZ) in Q4 2025: 116 shares worth $7.55K. The stake represents ﹤0.01% of the portfolio and ranks #630 among its holdings. This is a return to the name: Tucker Asset Management previously reported a position in XYZ as recently as Q4 2024.

Tucker Asset Management first reported a position in XYZ in Q4 2020 and has held it in 15 quarters since. The position peaked at $521K in Q4 2020. 1,026 funds tracked by Wall St. Rank hold XYZ as of Q4 2025.

Tucker Asset Management held 116 shares of Block Inc worth $7.55K as of Q4 2025.
Block Inc was a new Tucker Asset Management position in Q4 2025.
Block Inc made up ﹤0.01% of Tucker Asset Management's portfolio in Q4 2025, its #630 holding.
Tucker Asset Management first reported a position in Block Inc in Q4 2020 and has held it in 15 quarters since.
Tucker Asset Management's Block Inc position peaked at $521K in Q4 2020.
1,026 funds tracked by Wall St. Rank held Block Inc as of Q4 2025.

Based on Tucker Asset Management's 13F filing for Q4 2025, filed 5 Feb 2026.