WT
XYZ

Washington Trust’s Block Inc XYZ Stock Holding History

Washington Trust’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
-30
Closed -$1.63K – 765
2025
Q1 		$1.63K Sell
30
-1,000
-97% -$74.6K ﹤0.01% 731
2024
Q4 		$87.5K Hold
1,030
– – ﹤0.01% 359
2024
Q3 		$69.1K Hold
1,030
– – ﹤0.01% 405
2024
Q2 		$66.4K Buy
1,030
+30
+3% +$2.1K ﹤0.01% 404
2024
Q1 		$84.6K Hold
1,000
– – ﹤0.01% 377
2023
Q4 		$77.3K Sell
1,000
-16
-2% -$905 ﹤0.01% 365
2023
Q3 		$45K Hold
1,016
– – ﹤0.01% 407
2023
Q2 		$67.6K Hold
1,016
– – ﹤0.01% 374
2023
Q1 		$69.7K Hold
1,016
– – ﹤0.01% 363
2022
Q4 		$63.8K Sell
1,016
-202
-17% -$12.5K ﹤0.01% 366
2022
Q3 		$67K Sell
1,218
-1
-0.1% -$71 ﹤0.01% 350
2022
Q2 		$75K Sell
1,219
-2
-0.2% -$183 ﹤0.01% 348
2022
Q1 		$165K Buy
1,221
+1
+0.1% +$121 0.01% 279
2021
Q4 		$197K Buy
1,220
+180
+17% +$39K 0.01% 264
2021
Q3 		$250K Buy
1,040
+19
+2% +$4.88K 0.01% 280
2021
Q2 		$249K Hold
1,021
– – 0.01% 274
2021
Q1 		$232K Hold
1,021
– – 0.01% 272
2020
Q4 		$222K Sell
1,021
-50
-5% -$9.75K 0.01% 269
2020
Q3 		$174K Sell
1,071
-2
-0.2% -$282 0.01% 276
2020
Q2 		$111K Sell
1,073
-623
-37% -$47.7K ﹤0.01% 291
2020
Q1 		$89K Buy
+1,696
New +$116K ﹤0.01% 321
2018
Q3 		– Sell
-1,000
Closed -$62K – 845
2018
Q2 		$62K Buy
+1,000
New +$55K ﹤0.01% 383

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

Washington Trust's XYZ Position: Q2 2025 in Review

Washington Trust sold out of Block Inc (XYZ) in Q2 2025, closing a stake of 30 shares — an estimated $1.63K sold.

Washington Trust first reported a position in XYZ in Q2 2018 and held it in 22 quarters. The position peaked at $250K in Q3 2021. 988 funds tracked by Wall St. Rank hold XYZ as of Q2 2025.

  • Washington Trust reported no remaining Block Inc position as of Q2 2025 after selling out during the quarter.
  • Washington Trust sold 30 Block Inc shares in Q2 2025, an estimated $1.63K.
  • Washington Trust first reported a position in Block Inc in Q2 2018 and held it in 22 quarters.
  • Washington Trust's Block Inc position peaked at $250K in Q3 2021.
  • 988 funds tracked by Wall St. Rank held Block Inc as of Q2 2025.

Based on Washington Trust's 13F filing for Q2 2025, filed 8 Aug 2025.