MIC
XYZ

Meridian Investment Counsel’s Block Inc XYZ Stock Holding History

Meridian Investment Counsel’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
-3,065
Closed -$222K – 243
2025
Q3 		$222K Hold
3,065
– – 0.05% 221
2025
Q2 		$208K Buy
+3,065
New +$178K 0.06% 217

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

Meridian Investment Counsel's XYZ Position: Q4 2025 in Review

Meridian Investment Counsel sold out of Block Inc (XYZ) in Q4 2025, closing a stake of 3,065 shares — an estimated $222K sold.

Meridian Investment Counsel first reported a position in XYZ in Q2 2025 and held it in 2 quarters. The position peaked at $222K in Q3 2025. 1,027 funds tracked by Wall St. Rank hold XYZ as of Q4 2025.

  • Meridian Investment Counsel reported no remaining Block Inc position as of Q4 2025 after selling out during the quarter.
  • Meridian Investment Counsel sold 3,065 Block Inc shares in Q4 2025, an estimated $222K.
  • Meridian Investment Counsel first reported a position in Block Inc in Q2 2025 and held it in 2 quarters.
  • Meridian Investment Counsel's Block Inc position peaked at $222K in Q3 2025.
  • 1,027 funds tracked by Wall St. Rank held Block Inc as of Q4 2025.

Based on Meridian Investment Counsel's 13F filing for Q4 2025, filed 20 Jan 2026.