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
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

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Moneta Group Investment Advisors's XYZ Position: Q1 2026 in Review

Moneta Group Investment Advisors increased its Block Inc (XYZ) stake by 0.7% in Q1 2026, buying an estimated $1.52K and bringing the position to 3,603 shares worth $217K. The position accounts for ﹤0.01% of the portfolio, ranked #743.

Moneta Group Investment Advisors first reported a position in XYZ in Q3 2020 and has held it in 17 quarters since. The position peaked at $765K in Q3 2021. 987 funds tracked by Wall St. Rank hold XYZ as of Q1 2026.

  • Moneta Group Investment Advisors held 3,603 shares of Block Inc worth $217K as of Q1 2026.
  • Moneta Group Investment Advisors bought 25 Block Inc shares in Q1 2026, an estimated $1.52K.
  • Block Inc made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #743 holding.
  • Moneta Group Investment Advisors first reported a position in Block Inc in Q3 2020 and has held it in 17 quarters since.
  • Moneta Group Investment Advisors's Block Inc position peaked at $765K in Q3 2021.
  • 987 funds tracked by Wall St. Rank held Block Inc as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.