USWG
XYZ

U.S. Wealth Group’s Block Inc XYZ Stock Holding History

U.S. Wealth Group’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 		$880K Sell
13,515
-534
-4% -$36.8K 0.58% 35
2025
Q3 		$1.02M Buy
14,049
+447
+3% +$33.5K 0.66% 34
2025
Q2 		$924K Buy
13,602
+5,972
+78% +$347K 0.72% 34
2025
Q1 		$415K Hold
7,630
– – 0.33% 34
2024
Q4 		$648K Buy
+7,630
New +$626K 0.49% 34

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

U.S. Wealth Group's XYZ Position: Q4 2025 in Review

U.S. Wealth Group reduced its Block Inc (XYZ) stake by 3.8% in Q4 2025, selling an estimated $36.8K and leaving 13,515 shares worth $880K. The position accounts for 0.58% of the portfolio, ranked #35.

U.S. Wealth Group first reported a position in XYZ in Q4 2024 and has held it in 5 quarters since. The position peaked at $1.02M in Q3 2025. 1,026 funds tracked by Wall St. Rank hold XYZ as of Q4 2025.

  • U.S. Wealth Group held 13,515 shares of Block Inc worth $880K as of Q4 2025.
  • U.S. Wealth Group sold 534 Block Inc shares in Q4 2025, an estimated $36.8K.
  • Block Inc made up 0.58% of U.S. Wealth Group's portfolio in Q4 2025, its #35 holding.
  • U.S. Wealth Group first reported a position in Block Inc in Q4 2024 and has held it in 5 quarters since.
  • U.S. Wealth Group's Block Inc position peaked at $1.02M in Q3 2025.
  • 1,026 funds tracked by Wall St. Rank held Block Inc as of Q4 2025.

Based on U.S. Wealth Group's 13F filing for Q4 2025, filed 17 Mar 2026.