WHG
XYZ

Westwood Holdings Group’s Block Inc XYZ Stock Holding History

Westwood Holdings Group’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
-6,485
Closed -$441K – 522
2025
Q2 		$441K Sell
6,485
-2,113
-25% -$123K ﹤0.01% 422
2025
Q1 		$467K Sell
8,598
-1,951
-18% -$146K ﹤0.01% 399
2024
Q4 		$897K Buy
+10,549
New +$865K 0.01% 377
2023
Q1 		– Sell
-8,930
Closed -$561K – 615
2022
Q4 		$561K Buy
8,930
+118
+1% +$7.28K ﹤0.01% 392
2022
Q3 		$484K Sell
8,812
-7,794
-47% -$552K 0.01% 368
2022
Q2 		$1.02M Buy
16,606
+3,218
+24% +$294K 0.01% 343
2022
Q1 		$1.82M Buy
+13,388
New +$1.62M 0.02% 313

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

Westwood Holdings Group's XYZ Position: Q3 2025 in Review

Westwood Holdings Group sold out of Block Inc (XYZ) in Q3 2025, closing a stake of 6,485 shares — an estimated $441K sold.

Westwood Holdings Group first reported a position in XYZ in Q1 2022 and held it in 7 quarters. The position peaked at $1.82M in Q1 2022. 1,031 funds tracked by Wall St. Rank hold XYZ as of Q3 2025.

  • Westwood Holdings Group reported no remaining Block Inc position as of Q3 2025 after selling out during the quarter.
  • Westwood Holdings Group sold 6,485 Block Inc shares in Q3 2025, an estimated $441K.
  • Westwood Holdings Group first reported a position in Block Inc in Q1 2022 and held it in 7 quarters.
  • Westwood Holdings Group's Block Inc position peaked at $1.82M in Q1 2022.
  • 1,031 funds tracked by Wall St. Rank held Block Inc as of Q3 2025.

Based on Westwood Holdings Group's 13F filing for Q3 2025, filed 14 Nov 2025.