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
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

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Mount Yale Investment Advisors's XYZ Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of Block Inc (XYZ) in Q3 2025, closing a stake of 858 shares — an estimated $58.3K sold.

Mount Yale Investment Advisors first reported a position in XYZ in Q2 2018 and held it in 3 quarters. The position peaked at $118K in Q3 2018. 1,031 funds tracked by Wall St. Rank hold XYZ as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining Block Inc position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 858 Block Inc shares in Q3 2025, an estimated $58.3K.
  • Mount Yale Investment Advisors first reported a position in Block Inc in Q2 2018 and held it in 3 quarters.
  • Mount Yale Investment Advisors's Block Inc position peaked at $118K in Q3 2018.
  • 1,031 funds tracked by Wall St. Rank held Block Inc as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.