MWA
XYZ

Meridian Wealth Advisors’s Block Inc XYZ Stock Holding History

Meridian Wealth Advisors’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
-2,864
Closed -$207K – 198
2025
Q3 		$207K Buy
+2,864
New +$214K 0.03% 179
2025
Q1 		– Sell
-2,864
Closed -$243K – 181
2024
Q4 		$243K Sell
2,864
-675
-19% -$55.4K 0.04% 160
2024
Q3 		$238K Hold
3,539
– – 0.04% 163
2024
Q2 		$228K Hold
3,539
– – 0.04% 164
2024
Q1 		$299K Hold
3,539
– – 0.06% 147
2023
Q4 		$274K Buy
+3,539
New +$200K 0.06% 151
2023
Q3 		– Sell
-3,557
Closed -$237K – 189
2023
Q2 		$237K Buy
3,557
+18
+0.5% +$1.13K 0.06% 164
2023
Q1 		$243K Sell
3,539
-1,760
-33% -$132K 0.06% 165
2022
Q4 		$333K Sell
5,299
-1,760
-25% -$109K 0.09% 142
2022
Q3 		$388K Sell
7,059
-25
-0.4% -$1.77K 0.11% 130
2022
Q2 		$435K Buy
+7,084
New +$647K 0.12% 131

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 Wealth Advisors's XYZ Position: Q4 2025 in Review

Meridian Wealth Advisors sold out of Block Inc (XYZ) in Q4 2025, closing a stake of 2,864 shares — an estimated $207K sold.

Meridian Wealth Advisors first reported a position in XYZ in Q2 2022 and held it in 11 quarters. The position peaked at $435K in Q2 2022. 1,026 funds tracked by Wall St. Rank hold XYZ as of Q4 2025.

  • Meridian Wealth Advisors reported no remaining Block Inc position as of Q4 2025 after selling out during the quarter.
  • Meridian Wealth Advisors sold 2,864 Block Inc shares in Q4 2025, an estimated $207K.
  • Meridian Wealth Advisors first reported a position in Block Inc in Q2 2022 and held it in 11 quarters.
  • Meridian Wealth Advisors's Block Inc position peaked at $435K in Q2 2022.
  • 1,026 funds tracked by Wall St. Rank held Block Inc as of Q4 2025.

Based on Meridian Wealth Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.