Meeder Advisory Services’s Block Inc XYZ Stock Holding History

Meeder Advisory Services’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
2026 Q2	$502K	Buy	+6,603	New	+$464K	0.02%	427
2025 Q4	–	Sell	-2,951	Closed	-$213K	–	699
2025 Q3	$213K	Sell	2,951 -1,009	-25%	-$75.5K	0.01%	583
2025 Q2	$269K	Sell	3,960 -1,944	-33%	-$113K	0.01%	507
2025 Q1	$321K	Sell	5,904 -1,759	-23%	-$131K	0.02%	444
2024 Q4	$651K	Buy	7,663 +666	+10%	+$54.6K	0.04%	300
2024 Q3	$470K	Sell	6,997 -269	-4%	-$17.4K	0.03%	355
2024 Q2	$469K	Buy	7,266 +2,363	+48%	+$165K	0.03%	327
2024 Q1	$415K	Buy	4,903 +762	+18%	+$55.1K	0.04%	304
2023 Q4	$320K	Sell	4,141 -740	-15%	-$41.8K	0.04%	327
2023 Q3	$216K	Sell	4,881 -3,119	-39%	-$193K	0.03%	376
2023 Q2	$533K	Sell	8,000 -241	-3%	-$15.1K	0.06%	272
2023 Q1	$566K	Buy	8,241 +3,943	+92%	+$295K	0.07%	254
2022 Q4	$270K	Buy	+4,298	New	+$265K	0.03%	351

Other funds holding XYZ

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

CAM

Contour Asset Management New York $4.22B AUM 26.55% 1-Year Est. Return

Meeder Advisory Services's XYZ Position: Q2 2026 in Review

Meeder Advisory Services opened a new position in Block Inc (XYZ) in Q2 2026: 6,603 shares worth $502K. The stake represents 0.02% of the portfolio and ranks #427 among its holdings. This is a return to the name: Meeder Advisory Services previously reported a position in XYZ as recently as Q3 2025.

Meeder Advisory Services first reported a position in XYZ in Q4 2022 and has held it in 13 quarters since. The position peaked at $651K in Q4 2024. 1,085 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

Meeder Advisory Services held 6,603 shares of Block Inc worth $502K as of Q2 2026.
Block Inc was a new Meeder Advisory Services position in Q2 2026.
Block Inc made up 0.02% of Meeder Advisory Services's portfolio in Q2 2026, its #427 holding.
Meeder Advisory Services first reported a position in Block Inc in Q4 2022 and has held it in 13 quarters since.
Meeder Advisory Services's Block Inc position peaked at $651K in Q4 2024.
1,085 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on Meeder Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.