Tobias Financial Advisors’s Mesoblast MESO Stock Holding History

Tobias Financial Advisors’s Portfolio MESO Stock Details MESO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$135K	Sell	10,000 -3,828	-28%	-$56.9K	0.02%	145
2026 Q1	$213K	Hold	13,828	–	–	0.03%	136
2025 Q4	$249K	Buy	13,828 +3,828	+38%	+$65.9K	0.04%	123
2025 Q3	$161K	Hold	10,000	–	–	0.02%	129
2025 Q2	$109K	Hold	10,000	–	–	0.02%	122
2025 Q1	$125K	Hold	10,000	–	–	0.02%	110
2024 Q4	$198K	Hold	10,000	–	–	0.04%	107
2024 Q3	$81.7K	Hold	10,000	–	–	0.02%	106
2024 Q2	$68.1K	Hold	10,000	–	–	0.01%	102
2024 Q1	$50.1K	Buy	+10,000	New	+$21.3K	0.01%	101
2023 Q4	–	Sell	-10,000	Closed	-$24.6K	–	101
2023 Q3	$24.6K	Hold	10,000	–	–	0.01%	88
2023 Q2	$78.2K	Hold	10,000	–	–	0.02%	93
2023 Q1	$65.8K	Hold	10,000	–	–	0.02%	81
2022 Q4	$58.2K	Buy	+10,000	New	+$62.5K	0.02%	76
2022 Q3	–	Sell	-10,000	Closed	-$44K	–	82
2022 Q2	$44K	Hold	10,000	–	–	0.01%	80
2022 Q1	$84K	Buy	+10,000	New	+$85.1K	0.03%	69
2021 Q4	–	Sell	-10,000	Closed	-$120K	–	99
2021 Q3	$120K	Hold	10,000	–	–	0.04%	63
2021 Q2	$150K	Hold	10,000	–	–	0.06%	61
2021 Q1	$165K	Hold	10,000	–	–	0.07%	61
2020 Q4	$170K	Hold	10,000	–	–	0.08%	59
2020 Q3	$372K	Sell	10,000 -3,000	-23%	-$94K	0.2%	51
2020 Q2	$296K	Hold	13,000	–	–	0.17%	52
2020 Q1	$114K	Hold	13,000	–	–	0.08%	52
2019 Q4	$191K	Buy	+13,000	New	+$166K	0.12%	53

Other funds holding MESO

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BNP Paribas Asset Management Paris, France $99.8B AUM 45.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AAP

Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Penbrook Management New York $157M AUM 46.57% 1-Year Est. Return

FFA

Fi3 Financial Advisors Indianapolis, Indiana $418M AUM 35.26% 1-Year Est. Return

Tobias Financial Advisors's MESO Position: Q2 2026 in Review

Tobias Financial Advisors reduced its Mesoblast (MESO) stake by 28% in Q2 2026, selling an estimated $56.9K and leaving 10,000 shares worth $135K. The position accounts for 0.02% of the portfolio, ranked #145.

Tobias Financial Advisors first reported a position in MESO in Q4 2019 and has held it in 24 quarters since. The position peaked at $372K in Q3 2020. 71 funds tracked by Wall St. Rank hold MESO as of Q2 2026.

Tobias Financial Advisors held 10,000 shares of Mesoblast worth $135K as of Q2 2026.
Tobias Financial Advisors sold 3,828 Mesoblast shares in Q2 2026, an estimated $56.9K.
Mesoblast made up 0.02% of Tobias Financial Advisors's portfolio in Q2 2026, its #145 holding.
Tobias Financial Advisors first reported a position in Mesoblast in Q4 2019 and has held it in 24 quarters since.
Tobias Financial Advisors's Mesoblast position peaked at $372K in Q3 2020.
71 funds tracked by Wall St. Rank held Mesoblast as of Q2 2026.

Based on Tobias Financial Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.