MWA
XYZ

Moser Wealth Advisors’s Block Inc XYZ Stock Holding History

Moser 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
Q2 		$289K Sell
4,257
-1,608
-27% -$93.6K 0.14% 74
2025
Q1 		$319K Sell
5,865
-400
-6% -$29.9K 0.17% 75
2024
Q4 		$532K Hold
6,265
– – 0.28% 60
2024
Q3 		$421K Buy
6,265
+153
+3% +$9.88K 0.22% 64
2024
Q2 		$394K Buy
6,112
+69
+1% +$4.83K 0.21% 66
2024
Q1 		$511K Buy
6,043
+675
+13% +$48.8K 0.28% 59
2023
Q4 		$415K Buy
5,368
+112
+2% +$6.33K 0.27% 58
2023
Q3 		$233K Buy
5,256
+603
+13% +$37.3K 0.16% 62
2023
Q2 		$310K Buy
+4,653
New +$291K 0.21% 60
2022
Q4 		$208K Buy
3,313
+254
+8% +$15.7K 0.16% 62
2022
Q3 		$168K Buy
3,059
+82
+3% +$5.81K 0.13% 66
2022
Q2 		$183K Buy
2,977
+654
+28% +$59.8K 0.14% 68
2022
Q1 		$315K Buy
2,323
+526
+29% +$63.7K 0.2% 65
2021
Q4 		$290K Buy
1,797
+250
+16% +$54.2K 0.18% 67
2021
Q3 		$371K Buy
1,547
+1,196
+341% +$307K 0.24% 61
2021
Q2 		$86K Buy
+351
New +$81.4K 0.06% 83

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DIG
Dragoneer Investment Group San Francisco, California $3B AUM 6.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Moser Wealth Advisors's XYZ Position: Q2 2025 in Review

Moser Wealth Advisors reduced its Block Inc (XYZ) stake by 27% in Q2 2025, selling an estimated $93.6K and leaving 4,257 shares worth $289K. The position accounts for 0.14% of the portfolio, ranked #74.

Moser Wealth Advisors first reported a position in XYZ in Q2 2021 and has held it in 16 quarters since. The position peaked at $532K in Q4 2024. 987 funds tracked by Wall St. Rank hold XYZ as of Q2 2025.

  • Moser Wealth Advisors held 4,257 shares of Block Inc worth $289K as of Q2 2025.
  • Moser Wealth Advisors sold 1,608 Block Inc shares in Q2 2025, an estimated $93.6K.
  • Block Inc made up 0.14% of Moser Wealth Advisors's portfolio in Q2 2025, its #74 holding.
  • Moser Wealth Advisors first reported a position in Block Inc in Q2 2021 and has held it in 16 quarters since.
  • Moser Wealth Advisors's Block Inc position peaked at $532K in Q4 2024.
  • 987 funds tracked by Wall St. Rank held Block Inc as of Q2 2025.

Based on Moser Wealth Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.