Unique Wealth Strategies’s Block Inc XYZ Stock Holding History

Unique Wealth Strategies’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	-8,788	Closed	-$635K	–	274
2025 Q3	$635K	Buy	+8,788	New	+$658K	0.25%	122
2025 Q1	–	Sell	-6,676	Closed	-$567K	–	226
2024 Q4	$567K	Buy	+6,676	New	+$548K	0.25%	111
2024 Q3	–	Sell	-525	Closed	-$44.4K	–	694
2024 Q2	$44.4K	Buy	+525	New	+$36.7K	0.02%	239

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

Unique Wealth Strategies's XYZ Position: Q4 2025 in Review

Unique Wealth Strategies sold out of Block Inc (XYZ) in Q4 2025, closing a stake of 8,788 shares — an estimated $635K sold.

Unique Wealth Strategies first reported a position in XYZ in Q2 2024 and held it in 3 quarters. The position peaked at $635K in Q3 2025. 1,026 funds tracked by Wall St. Rank hold XYZ as of Q4 2025.

Unique Wealth Strategies reported no remaining Block Inc position as of Q4 2025 after selling out during the quarter.
Unique Wealth Strategies sold 8,788 Block Inc shares in Q4 2025, an estimated $635K.
Unique Wealth Strategies first reported a position in Block Inc in Q2 2024 and held it in 3 quarters.
Unique Wealth Strategies's Block Inc position peaked at $635K in Q3 2025.
1,026 funds tracked by Wall St. Rank held Block Inc as of Q4 2025.

Based on Unique Wealth Strategies's 13F filing for Q4 2025, filed 14 Jul 2026.