VVP
XYZ

Venture Visionary Partners’s Block Inc XYZ Stock Holding History

Venture Visionary Partners’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
-4,514
Closed -$326K – 710
2025
Q3 		$326K Buy
+4,514
New +$338K 0.01% 496
2023
Q3 		– Sell
-10,197
Closed -$679K – 557
2023
Q2 		$679K Buy
+10,197
New +$637K 0.04% 294
2022
Q3 		– Sell
-2,374
Closed -$146K – 1593
2022
Q2 		$146K Sell
2,374
-29
-1% -$2.65K 0.01% 513
2022
Q1 		$325K Sell
2,403
-50
-2% -$6.05K 0.02% 393
2021
Q4 		$396K Buy
2,453
+135
+6% +$29.3K 0.03% 358
2021
Q3 		$555K Hold
2,318
– – 0.04% 305
2021
Q2 		$565K Sell
2,318
-212
-8% -$49.2K 0.05% 289
2021
Q1 		$574K Sell
2,530
-7
-0.3% -$1.64K 0.05% 281
2020
Q4 		$552K Buy
+2,537
New +$495K 0.06% 221

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

Venture Visionary Partners's XYZ Position: Q4 2025 in Review

Venture Visionary Partners sold out of Block Inc (XYZ) in Q4 2025, closing a stake of 4,514 shares — an estimated $326K sold.

Venture Visionary Partners first reported a position in XYZ in Q4 2020 and held it in 9 quarters. The position peaked at $679K in Q2 2023. 1,026 funds tracked by Wall St. Rank hold XYZ as of Q4 2025.

  • Venture Visionary Partners reported no remaining Block Inc position as of Q4 2025 after selling out during the quarter.
  • Venture Visionary Partners sold 4,514 Block Inc shares in Q4 2025, an estimated $326K.
  • Venture Visionary Partners first reported a position in Block Inc in Q4 2020 and held it in 9 quarters.
  • Venture Visionary Partners's Block Inc position peaked at $679K in Q2 2023.
  • 1,026 funds tracked by Wall St. Rank held Block Inc as of Q4 2025.

Based on Venture Visionary Partners's 13F filing for Q4 2025, filed 13 Feb 2026.