WR
XYZ

WD Rutherford’s Block Inc XYZ Stock Holding History

WD Rutherford’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
-2,369
Closed -$161K – 97
2025
Q2 		$161K Buy
+2,369
New +$138K 0.07% 76
2023
Q3 		– Sell
-8,870
Closed -$590K – 86
2023
Q2 		$590K Sell
8,870
-115
-1% -$7.18K 0.38% 56
2023
Q1 		$617K Buy
8,985
+4,705
+110% +$352K 0.43% 53
2022
Q4 		$269K Sell
4,280
-120
-3% -$7.4K 0.21% 64
2022
Q3 		$242K Buy
+4,400
New +$312K 0.19% 69
2022
Q2 		– Sell
-18,778
Closed -$2.55M – 145
2022
Q1 		$2.55M Buy
18,778
+465
+3% +$56.3K 1.45% 28
2021
Q4 		$2.96M Sell
18,313
-265
-1% -$57.4K 1.5% 27
2021
Q3 		$4.46M Sell
18,578
-15
-0.1% -$3.85K 2.42% 15
2021
Q2 		$4.53M Sell
18,593
-87
-0.5% -$20.2K 2.52% 10
2021
Q1 		$4.24M Sell
18,680
-1,875
-9% -$439K 2.64% 9
2020
Q4 		$4.47M Buy
+20,555
New +$4.01M 2.83% 11

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
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

WD Rutherford's XYZ Position: Q3 2025 in Review

WD Rutherford sold out of Block Inc (XYZ) in Q3 2025, closing a stake of 2,369 shares — an estimated $161K sold.

WD Rutherford first reported a position in XYZ in Q4 2020 and held it in 11 quarters. The position peaked at $4.53M in Q2 2021. 1,032 funds tracked by Wall St. Rank hold XYZ as of Q3 2025.

  • WD Rutherford reported no remaining Block Inc position as of Q3 2025 after selling out during the quarter.
  • WD Rutherford sold 2,369 Block Inc shares in Q3 2025, an estimated $161K.
  • WD Rutherford first reported a position in Block Inc in Q4 2020 and held it in 11 quarters.
  • WD Rutherford's Block Inc position peaked at $4.53M in Q2 2021.
  • 1,032 funds tracked by Wall St. Rank held Block Inc as of Q3 2025.

Based on WD Rutherford's 13F filing for Q3 2025, filed 23 Oct 2025.