VIP
XYZ

Vista Investment Partners’s Block Inc XYZ Stock Holding History

Vista Investment 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
Q3 		– Sell
-3,885
Closed -$264K – 166
2025
Q2 		$264K Buy
+3,885
New +$226K 0.08% 136

Other funds holding XYZ

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BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Vista Investment Partners's XYZ Position: Q3 2025 in Review

Vista Investment Partners sold out of Block Inc (XYZ) in Q3 2025, closing a stake of 3,885 shares — an estimated $264K sold.

Vista Investment Partners first reported a position in XYZ in Q2 2025 and held it in 1 quarter. The position peaked at $264K in Q2 2025. 1,032 funds tracked by Wall St. Rank hold XYZ as of Q3 2025.

  • Vista Investment Partners reported no remaining Block Inc position as of Q3 2025 after selling out during the quarter.
  • Vista Investment Partners sold 3,885 Block Inc shares in Q3 2025, an estimated $264K.
  • Vista Investment Partners first reported a position in Block Inc in Q2 2025 and held it in 1 quarter.
  • Vista Investment Partners's Block Inc position peaked at $264K in Q2 2025.
  • 1,032 funds tracked by Wall St. Rank held Block Inc as of Q3 2025.

Based on Vista Investment Partners's 13F filing for Q3 2025, filed 16 Oct 2025.