WWM
XYZ

Westwood Wealth Management’s Block Inc XYZ Stock Holding History

Westwood Wealth Management’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
Q4 		– Sell
-2,950
Closed -$213K – 133
2025
Q3 		$213K Sell
2,950
-500
-14% -$37.4K 0.08% 45
2025
Q2 		$234K Buy
+3,450
New +$201K 0.08% 46
2025
Q1 		– Sell
-3,450
Closed -$293K – 50
2024
Q4 		$293K Buy
3,450
+240
+7% +$19.7K 0.11% 39
2024
Q3 		$215K Sell
3,210
-350
-10% -$22.6K 0.08% 38
2024
Q2 		$230K Sell
3,560
-1,000
-22% -$70K 0.09% 41
2024
Q1 		$386K Sell
4,560
-3,550
-44% -$257K 0.19% 33
2023
Q4 		$627K Sell
8,110
-360
-4% -$20.4K 0.48% 23
2023
Q3 		$375K Sell
8,470
-530
-6% -$32.8K 0.25% 33
2023
Q2 		$599K Sell
9,000
-140
-2% -$8.75K 0.42% 29
2023
Q1 		$627K Sell
9,140
-1,870
-17% -$140K 0.56% 27
2022
Q4 		$692K Sell
11,010
-1,375
-11% -$84.8K 0.83% 24
2022
Q3 		$681K Sell
12,385
-1,513
-11% -$107K 0.61% 25
2022
Q2 		$854K Sell
13,898
-5,017
-27% -$458K 0.99% 16
2022
Q1 		$2.56K Sell
18,915
-13,950
-42% -$1.69M 1% 15
2021
Q4 		$9K Buy
+32,865
New +$7.12M ﹤0.01% 46

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
JSC
J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Westwood Wealth Management's XYZ Position: Q4 2025 in Review

Westwood Wealth Management sold out of Block Inc (XYZ) in Q4 2025, closing a stake of 2,950 shares — an estimated $213K sold.

Westwood Wealth Management first reported a position in XYZ in Q4 2021 and held it in 15 quarters. The position peaked at $854K in Q2 2022. 1,027 funds tracked by Wall St. Rank hold XYZ as of Q4 2025.

  • Westwood Wealth Management reported no remaining Block Inc position as of Q4 2025 after selling out during the quarter.
  • Westwood Wealth Management sold 2,950 Block Inc shares in Q4 2025, an estimated $213K.
  • Westwood Wealth Management first reported a position in Block Inc in Q4 2021 and held it in 15 quarters.
  • Westwood Wealth Management's Block Inc position peaked at $854K in Q2 2022.
  • 1,027 funds tracked by Wall St. Rank held Block Inc as of Q4 2025.

Based on Westwood Wealth Management's 13F filing for Q4 2025, filed 20 Jan 2026.