MGIA
XYZ

Moneta Group Investment Advisors’s Block Inc XYZ Stock Holding History

Moneta Group Investment 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
2026
Q2 		$242K Sell
3,184
-419
-12% -$29.5K ﹤0.01% 764
2026
Q1 		$217K Buy
3,603
+25
+0.7% +$1.52K ﹤0.01% 743
2025
Q4 		$233K Buy
3,578
+629
+21% +$43.4K ﹤0.01% 717
2025
Q3 		$213K Sell
2,949
-51
-2% -$3.82K ﹤0.01% 734
2025
Q2 		$204K Buy
+3,000
New +$175K ﹤0.01% 670
2025
Q1 		– Sell
-2,523
Closed -$214K – 708
2024
Q4 		$214K Buy
+2,523
New +$207K ﹤0.01% 618
2024
Q2 		– Sell
-2,780
Closed -$235K – 636
2024
Q1 		$235K Sell
2,780
-893
-24% -$64.6K ﹤0.01% 541
2023
Q4 		$284K Buy
+3,673
New +$208K 0.01% 456
2023
Q3 		– Sell
-3,282
Closed -$218K – 564
2023
Q2 		$218K Sell
3,282
-590
-15% -$36.9K ﹤0.01% 487
2023
Q1 		$266K Buy
+3,872
New +$290K 0.01% 446
2022
Q3 		– Sell
-4,084
Closed -$251K – 474
2022
Q2 		$251K Buy
4,084
+448
+12% +$40.9K 0.01% 409
2022
Q1 		$493K Buy
3,636
+410
+13% +$49.6K 0.02% 294
2021
Q4 		$521K Buy
3,226
+36
+1% +$7.8K 0.02% 289
2021
Q3 		$765K Buy
3,190
+487
+18% +$125K 0.04% 222
2021
Q2 		$659K Buy
2,703
+34
+1% +$7.89K 0.03% 245
2021
Q1 		$606K Buy
2,669
+1,415
+113% +$331K 0.03% 234
2020
Q4 		$273K Sell
1,254
-63
-5% -$12.3K 0.02% 264
2020
Q3 		$214K Buy
+1,317
New +$186K 0.02% 250

Other funds holding XYZ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
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

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

Moneta Group Investment Advisors reduced its Block Inc (XYZ) stake by 12% in Q2 2026, selling an estimated $29.5K and leaving 3,184 shares worth $242K. The position accounts for ﹤0.01% of the portfolio, ranked #764.

Moneta Group Investment Advisors first reported a position in XYZ in Q3 2020 and has held it in 18 quarters since. The position peaked at $765K in Q3 2021. 1,080 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • Moneta Group Investment Advisors held 3,184 shares of Block Inc worth $242K as of Q2 2026.
  • Moneta Group Investment Advisors sold 419 Block Inc shares in Q2 2026, an estimated $29.5K.
  • Block Inc made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #764 holding.
  • Moneta Group Investment Advisors first reported a position in Block Inc in Q3 2020 and has held it in 18 quarters since.
  • Moneta Group Investment Advisors's Block Inc position peaked at $765K in Q3 2021.
  • 1,080 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

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