XC
XYZ

XY Capital’s Block Inc XYZ Stock Holding History

XY Capital’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
-19,962
Closed -$1.08M – 228
2025
Q1 		$1.08M Buy
19,962
+3,365
+20% +$251K 0.31% 78
2024
Q4 		$1.41M Buy
16,597
+4,322
+35% +$355K 0.68% 42
2024
Q3 		$824K Sell
12,275
-3,411
-22% -$220K 0.28% 58
2024
Q2 		$1.01M Sell
15,686
-67,653
-81% -$4.73M 0.64% 48
2024
Q1 		$7.05M Buy
+83,339
New +$6.03M 3.15% 8
2023
Q4 		– Sell
-51,965
Closed -$2.3M – 145
2023
Q3 		$2.3M Buy
+51,965
New +$3.22M 1.32% 19

Other funds holding XYZ

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

XY Capital's XYZ Position: Q2 2025 in Review

XY Capital sold out of Block Inc (XYZ) in Q2 2025, closing a stake of 19,962 shares — an estimated $1.08M sold.

XY Capital first reported a position in XYZ in Q3 2023 and held it in 6 quarters. The position peaked at $7.05M in Q1 2024. 988 funds tracked by Wall St. Rank hold XYZ as of Q2 2025.

  • XY Capital reported no remaining Block Inc position as of Q2 2025 after selling out during the quarter.
  • XY Capital sold 19,962 Block Inc shares in Q2 2025, an estimated $1.08M.
  • XY Capital first reported a position in Block Inc in Q3 2023 and held it in 6 quarters.
  • XY Capital's Block Inc position peaked at $7.05M in Q1 2024.
  • 988 funds tracked by Wall St. Rank held Block Inc as of Q2 2025.

Based on XY Capital's 13F filing for Q2 2025, filed 14 Aug 2025.