VWM
XYZ

Valley Wealth Managers’s Block Inc XYZ Stock Holding History

Valley Wealth Managers’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
-165
Closed -$8.96K – 388
2025
Q1 		$8.96K Hold
165
– – ﹤0.01% 279
2024
Q4 		$14K Hold
165
– – ﹤0.01% 274
2024
Q3 		$11.1K Buy
+165
New +$10.7K ﹤0.01% 288
2022
Q4 		– Sell
-105
Closed -$6.48K – 470
2022
Q3 		$6K Buy
105
+5
+5% +$354 ﹤0.01% 346
2022
Q2 		$6K Buy
+100
New +$9.14K ﹤0.01% 353

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

Valley Wealth Managers's XYZ Position: Q2 2025 in Review

Valley Wealth Managers sold out of Block Inc (XYZ) in Q2 2025, closing a stake of 165 shares — an estimated $8.96K sold.

Valley Wealth Managers first reported a position in XYZ in Q2 2022 and held it in 5 quarters. The position peaked at $14K in Q4 2024. 987 funds tracked by Wall St. Rank hold XYZ as of Q2 2025.

  • Valley Wealth Managers reported no remaining Block Inc position as of Q2 2025 after selling out during the quarter.
  • Valley Wealth Managers sold 165 Block Inc shares in Q2 2025, an estimated $8.96K.
  • Valley Wealth Managers first reported a position in Block Inc in Q2 2022 and held it in 5 quarters.
  • Valley Wealth Managers's Block Inc position peaked at $14K in Q4 2024.
  • 987 funds tracked by Wall St. Rank held Block Inc as of Q2 2025.

Based on Valley Wealth Managers's 13F filing for Q2 2025, filed 6 Aug 2025.