Lido Advisors
XYZ

Lido Advisors’s Block Inc XYZ Stock Holding History

Lido 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 		$2.67M Buy
35,095
+3,252
+10% +$229K 0.01% 701
2026
Q1 		$1.92M Sell
31,843
-13,004
-29% -$791K 0.01% 722
2025
Q4 		$3.12M Buy
44,847
+1,101
+3% +$75.9K 0.01% 589
2025
Q3 		$3.16M Buy
43,746
+14,559
+50% +$1.09M 0.01% 562
2025
Q2 		$1.98M Buy
29,187
+8,758
+43% +$510K 0.01% 592
2025
Q1 		$1.11M Buy
20,429
+15,548
+319% +$1.16M 0.01% 736
2024
Q4 		$415K Buy
4,881
+545
+13% +$44.7K ﹤0.01% 1074
2024
Q3 		$291K Sell
4,336
-465
-10% -$30K ﹤0.01% 1179
2024
Q2 		$310K Sell
4,801
-109
-2% -$7.63K ﹤0.01% 1106
2024
Q1 		$415K Buy
4,910
+1,942
+65% +$140K ﹤0.01% 958
2023
Q4 		$230K Sell
2,968
-1,966
-40% -$111K ﹤0.01% 1151
2023
Q3 		$218K Buy
4,934
+664
+16% +$41.1K ﹤0.01% 1050
2023
Q2 		$284K Sell
4,270
-3,830
-47% -$239K ﹤0.01% 956
2023
Q1 		$556K Buy
+8,100
New +$606K 0.01% 633
2022
Q2 		– Sell
-2,452
Closed -$332K – 1085
2022
Q1 		$332K Sell
2,452
-177
-7% -$21.4K ﹤0.01% 772
2021
Q4 		$424K Sell
2,629
-5,036
-66% -$1.09M ﹤0.01% 672
2021
Q3 		$1.84M Buy
7,665
+4,051
+112% +$1.04M 0.03% 284
2021
Q2 		$881K Buy
3,614
+1,254
+53% +$291K 0.01% 410
2021
Q1 		$536K Sell
2,360
-492
-17% -$115K 0.01% 488
2020
Q4 		$620K Buy
2,852
+709
+33% +$138K 0.01% 430
2020
Q3 		$348K Buy
+2,143
New +$303K 0.01% 450
2017
Q3 		– Sell
-15,000
Closed -$352K – 335
2017
Q2 		$352K Buy
+15,000
New +$310K 0.07% 148

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 $3.37T AUM 44.26% 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

Lido Advisors's XYZ Position: Q2 2026 in Review

Lido Advisors increased its Block Inc (XYZ) stake by 10% in Q2 2026, buying an estimated $229K and bringing the position to 35,095 shares worth $2.67M. The position accounts for 0.01% of the portfolio, ranked #701.

Lido Advisors first reported a position in XYZ in Q2 2017 and has held it in 22 quarters since. The position peaked at $3.16M in Q3 2025. 1,080 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • Lido Advisors held 35,095 shares of Block Inc worth $2.67M as of Q2 2026.
  • Lido Advisors bought 3,252 Block Inc shares in Q2 2026, an estimated $229K.
  • Block Inc made up 0.01% of Lido Advisors's portfolio in Q2 2026, its #701 holding.
  • Lido Advisors first reported a position in Block Inc in Q2 2017 and has held it in 22 quarters since.
  • Lido Advisors's Block Inc position peaked at $3.16M in Q3 2025.
  • 1,080 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.