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Moneta Group Investment Advisors’s Blend Labs BLND Stock Holding History

Moneta Group Investment Advisors’s Portfolio BLND Stock Details BLND Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$80.2K Buy
46,903
+3,737
+9% +$5.96K ﹤0.01% 865
2026
Q1 		$73.4K Buy
43,166
+3,740
+9% +$7.99K ﹤0.01% 787
2025
Q4 		$120K Buy
39,426
+5,504
+16% +$17.6K ﹤0.01% 788
2025
Q3 		$124K Buy
33,922
+5,265
+18% +$18.9K ﹤0.01% 771
2025
Q2 		$94.6K Sell
28,657
-17,027
-37% -$57.7K ﹤0.01% 689
2025
Q1 		$153K Buy
45,684
+4,896
+12% +$17.8K ﹤0.01% 642
2024
Q4 		$172K Buy
40,788
+4,007
+11% +$17.2K ﹤0.01% 640
2024
Q3 		$138K Buy
36,781
+4,018
+12% +$13.3K ﹤0.01% 629
2024
Q2 		$77.3K Hold
32,763
– – ﹤0.01% 594
2024
Q1 		$106K Buy
32,763
+8,912
+37% +$24K ﹤0.01% 585
2023
Q4 		$60.8K Sell
23,851
-14,264
-37% -$21.5K ﹤0.01% 552
2023
Q3 		$52.2K Buy
+38,115
New +$46.3K ﹤0.01% 513

Other funds holding BLND

HIM
Haveli Investment Management Austin, Texas $180M AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CPIM
Cypress Point Investment Management Mill Valley, California $552M AUM
CFM
Capricorn Fund Managers London, United Kingdom $1.27B AUM 70.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
WI
Whitebark Investors Incline Village, Nevada $129M AUM 26.3% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Moneta Group Investment Advisors's BLND Position: Q2 2026 in Review

Moneta Group Investment Advisors increased its Blend Labs (BLND) stake by 8.7% in Q2 2026, buying an estimated $5.96K and bringing the position to 46,903 shares worth $80.2K. The position accounts for ﹤0.01% of the portfolio, ranked #865.

Moneta Group Investment Advisors first reported a position in BLND in Q3 2023 and has held it in 12 quarters since. The position peaked at $172K in Q4 2024. 183 funds tracked by Wall St. Rank hold BLND as of Q2 2026.

  • Moneta Group Investment Advisors held 46,903 shares of Blend Labs worth $80.2K as of Q2 2026.
  • Moneta Group Investment Advisors bought 3,737 Blend Labs shares in Q2 2026, an estimated $5.96K.
  • Blend Labs made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #865 holding.
  • Moneta Group Investment Advisors first reported a position in Blend Labs in Q3 2023 and has held it in 12 quarters since.
  • Moneta Group Investment Advisors's Blend Labs position peaked at $172K in Q4 2024.
  • 183 funds tracked by Wall St. Rank held Blend Labs as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.