MYIA
XYZ

Mount Yale Investment Advisors’s Block Inc XYZ Stock Holding History

Mount Yale 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 		$228K Buy
+3,001
New +$211K ﹤0.01% 1094
2025
Q3 		– Sell
-858
Closed -$58.3K – 1677
2025
Q2 		$58.3K Buy
+858
New +$49.9K ﹤0.01% 777
2018
Q4 		– Sell
-1,432
Closed -$118K – 806
2018
Q3 		$118K Buy
1,432
+432
+43% +$33.3K 0.02% 390
2018
Q2 		$62K Buy
+1,000
New +$55K 0.01% 593

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 $3.38T AUM 44.17% 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

Mount Yale Investment Advisors's XYZ Position: Q2 2026 in Review

Mount Yale Investment Advisors opened a new position in Block Inc (XYZ) in Q2 2026: 3,001 shares worth $228K. The stake represents ﹤0.01% of the portfolio and ranks #1094 among its holdings. This is a return to the name: Mount Yale Investment Advisors previously reported a position in XYZ as recently as Q2 2025.

Mount Yale Investment Advisors first reported a position in XYZ in Q2 2018 and has held it in 4 quarters since. 1,084 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • Mount Yale Investment Advisors held 3,001 shares of Block Inc worth $228K as of Q2 2026.
  • Block Inc was a new Mount Yale Investment Advisors position in Q2 2026.
  • Block Inc made up ﹤0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #1094 holding.
  • Mount Yale Investment Advisors first reported a position in Block Inc in Q2 2018 and has held it in 4 quarters since.
  • 1,084 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.