Vestor Capital’s Block Inc XYZ Stock Holding History

Vestor Capital’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 Q1	–	Sell	-26,506	Closed	-$2.25M	–	285
2024 Q4	$2.25M	Buy	+26,506	New	+$2.17M	0.17%	90
2024 Q2	–	Sell	-211,926	Closed	-$17.9M	–	269
2024 Q1	$17.9M	Buy	211,926 +8,494	+4%	+$614K	1.51%	17
2023 Q4	$15.7M	Buy	+203,432	New	+$11.5M	1.5%	22
2023 Q3	–	Sell	-661	Closed	-$44K	–	283
2023 Q2	$44K	Buy	+661	New	+$41.3K	﹤0.01%	254

Other funds holding XYZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Vestor Capital's XYZ Position: Q1 2025 in Review

Vestor Capital sold out of Block Inc (XYZ) in Q1 2025, closing a stake of 26,506 shares — an estimated $2.25M sold.

Vestor Capital first reported a position in XYZ in Q2 2023 and held it in 4 quarters. The position peaked at $17.9M in Q1 2024. 1,009 funds tracked by Wall St. Rank hold XYZ as of Q1 2025.

Vestor Capital reported no remaining Block Inc position as of Q1 2025 after selling out during the quarter.
Vestor Capital sold 26,506 Block Inc shares in Q1 2025, an estimated $2.25M.
Vestor Capital first reported a position in Block Inc in Q2 2023 and held it in 4 quarters.
Vestor Capital's Block Inc position peaked at $17.9M in Q1 2024.
1,009 funds tracked by Wall St. Rank held Block Inc as of Q1 2025.

Based on Vestor Capital's 13F filing for Q1 2025, filed 6 May 2025.