MAS
XYZ

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
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

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

Meeder Advisory Services's XYZ Position: Q4 2025 in Review

Meeder Advisory Services sold out of Block Inc (XYZ) in Q4 2025, closing a stake of 2,951 shares — an estimated $213K sold.

Meeder Advisory Services first reported a position in XYZ in Q4 2022 and held it in 12 quarters. The position peaked at $651K in Q4 2024. 1,026 funds tracked by Wall St. Rank hold XYZ as of Q4 2025.

  • Meeder Advisory Services reported no remaining Block Inc position as of Q4 2025 after selling out during the quarter.
  • Meeder Advisory Services sold 2,951 Block Inc shares in Q4 2025, an estimated $213K.
  • Meeder Advisory Services first reported a position in Block Inc in Q4 2022 and held it in 12 quarters.
  • Meeder Advisory Services's Block Inc position peaked at $651K in Q4 2024.
  • 1,026 funds tracked by Wall St. Rank held Block Inc as of Q4 2025.

Based on Meeder Advisory Services's 13F filing for Q4 2025, filed 11 Feb 2026.