UAS
XYZ

United Asset Strategies’s Block Inc XYZ Stock Holding History

United Asset 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
Q2 		– Sell
-13,462
Closed -$731K – 254
2025
Q1 		$731K Buy
+13,462
New +$1M 0.07% 168
2018
Q4 		– Sell
-40,195
Closed -$3.98M – 217
2018
Q3 		$3.98M Sell
40,195
-375
-0.9% -$28.9K 0.94% 38
2018
Q2 		$2.5M Buy
+40,570
New +$2.23M 0.66% 51

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

United Asset Strategies's XYZ Position: Q2 2025 in Review

United Asset Strategies sold out of Block Inc (XYZ) in Q2 2025, closing a stake of 13,462 shares — an estimated $731K sold.

United Asset Strategies first reported a position in XYZ in Q2 2018 and held it in 3 quarters. The position peaked at $3.98M in Q3 2018. 987 funds tracked by Wall St. Rank hold XYZ as of Q2 2025.

  • United Asset Strategies reported no remaining Block Inc position as of Q2 2025 after selling out during the quarter.
  • United Asset Strategies sold 13,462 Block Inc shares in Q2 2025, an estimated $731K.
  • United Asset Strategies first reported a position in Block Inc in Q2 2018 and held it in 3 quarters.
  • United Asset Strategies's Block Inc position peaked at $3.98M in Q3 2018.
  • 987 funds tracked by Wall St. Rank held Block Inc as of Q2 2025.

Based on United Asset Strategies's 13F filing for Q2 2025, filed 8 Aug 2025.