TSWM
XYZ

Tyler-Stone Wealth Management’s Block Inc XYZ Stock Holding History

Tyler-Stone 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
Q2 		$363K Hold
5,350
– – 0.06% 236
2025
Q1 		$291K Sell
5,350
-40
-0.7% -$2.99K 0.05% 264
2024
Q4 		$458K Hold
5,390
– – 0.08% 204
2024
Q3 		$362K Buy
5,390
+2,670
+98% +$172K 0.07% 223
2024
Q2 		$175K Sell
2,720
-28
-1% -$1.96K 0.07% 207
2024
Q1 		$232K Hold
2,748
– – 0.1% 176
2023
Q4 		$213K Hold
2,748
– – 0.11% 172
2023
Q3 		$122K Buy
2,748
+100
+4% +$6.19K 0.07% 224
2023
Q2 		$176K Buy
+2,648
New +$165K 0.1% 176
2022
Q4 		$166K Hold
2,648
– – 0.11% 162
2022
Q3 		$146K Hold
2,648
– – 0.11% 164
2022
Q2 		$163K Buy
2,648
+90
+4% +$8.22K 0.11% 170
2022
Q1 		$347K Hold
2,558
– – 0.19% 110
2021
Q4 		$413K Buy
+2,558
New +$554K 0.22% 99

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DIG
Dragoneer Investment Group San Francisco, California $3B AUM 6.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Tyler-Stone Wealth Management's XYZ Position: Q2 2025 in Review

Tyler-Stone Wealth Management held its Block Inc (XYZ) position steady in Q2 2025 at 5,350 shares worth $363K. The position accounts for 0.06% of the portfolio, ranked #236.

Tyler-Stone Wealth Management first reported a position in XYZ in Q4 2021 and has held it in 14 quarters since. The position peaked at $458K in Q4 2024. 987 funds tracked by Wall St. Rank hold XYZ as of Q2 2025.

  • Tyler-Stone Wealth Management held 5,350 shares of Block Inc worth $363K as of Q2 2025.
  • Tyler-Stone Wealth Management left its Block Inc share count unchanged in Q2 2025.
  • Block Inc made up 0.06% of Tyler-Stone Wealth Management's portfolio in Q2 2025, its #236 holding.
  • Tyler-Stone Wealth Management first reported a position in Block Inc in Q4 2021 and has held it in 14 quarters since.
  • Tyler-Stone Wealth Management's Block Inc position peaked at $458K in Q4 2024.
  • 987 funds tracked by Wall St. Rank held Block Inc as of Q2 2025.

Based on Tyler-Stone Wealth Management's 13F filing for Q2 2025, filed 18 Aug 2025.