WA
XYZ

Wasatch Advisors’s Block Inc XYZ Stock Holding History

Wasatch Advisors’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
-45,458
Closed -$2.47M – 255
2025
Q1 		$2.47M Buy
45,458
+14,281
+46% +$1.07M 0.01% 218
2024
Q4 		$2.65M Buy
31,177
+395
+1% +$32.4K 0.01% 213
2024
Q3 		$2.07M Buy
30,782
+5,043
+20% +$326K 0.01% 225
2024
Q2 		$1.66M Buy
25,739
+5,087
+25% +$356K 0.01% 223
2024
Q1 		$1.75M Buy
20,652
+2,744
+15% +$198K 0.01% 230
2023
Q4 		$1.39M Sell
17,908
-240,968
-93% -$13.6M 0.01% 233
2023
Q3 		$11.5M Buy
258,876
+43,340
+20% +$2.68M 0.07% 138
2023
Q2 		$14.3M Buy
215,536
+153
+0.1% +$9.56K 0.09% 141
2023
Q1 		$14.8M Sell
215,383
-2,145
-1% -$161K 0.09% 146
2022
Q4 		$13.7M Buy
217,528
+201
+0.1% +$12.4K 0.09% 154
2022
Q3 		$12M Buy
217,327
+5,862
+3% +$415K 0.08% 160
2022
Q2 		$13M Sell
211,465
-2,185
-1% -$200K 0.08% 158
2022
Q1 		$29M Buy
213,650
+81,041
+61% +$9.81M 0.14% 127
2021
Q4 		$21.4M Sell
132,609
-12,811
-9% -$2.78M 0.09% 165
2021
Q3 		$34.9M Buy
145,420
+1,312
+0.9% +$337K 0.14% 134
2021
Q2 		$35.1M Buy
144,108
+1,201
+0.8% +$279K 0.14% 136
2021
Q1 		$32.4M Buy
142,907
+353
+0.2% +$82.6K 0.15% 125
2020
Q4 		$31M Sell
142,554
-8,651
-6% -$1.69M 0.15% 116
2020
Q3 		$24.6M Buy
151,205
+2,067
+1% +$292K 0.16% 120
2020
Q2 		$15.7M Buy
149,138
+31,038
+26% +$2.38M 0.11% 138
2020
Q1 		$6.19M Buy
+118,100
New +$8.08M 0.06% 160

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 $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DIG
Dragoneer Investment Group San Francisco, California $2.83B AUM 12.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wasatch Advisors's XYZ Position: Q2 2025 in Review

Wasatch Advisors sold out of Block Inc (XYZ) in Q2 2025, closing a stake of 45,458 shares — an estimated $2.47M sold.

Wasatch Advisors first reported a position in XYZ in Q1 2020 and held it in 21 quarters. The position peaked at $35.1M in Q2 2021. 988 funds tracked by Wall St. Rank hold XYZ as of Q2 2025.

  • Wasatch Advisors reported no remaining Block Inc position as of Q2 2025 after selling out during the quarter.
  • Wasatch Advisors sold 45,458 Block Inc shares in Q2 2025, an estimated $2.47M.
  • Wasatch Advisors first reported a position in Block Inc in Q1 2020 and held it in 21 quarters.
  • Wasatch Advisors's Block Inc position peaked at $35.1M in Q2 2021.
  • 988 funds tracked by Wall St. Rank held Block Inc as of Q2 2025.

Based on Wasatch Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.