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
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

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Lido Advisors's XYZ Position: Q1 2026 in Review

Lido Advisors reduced its Block Inc (XYZ) stake by 29% in Q1 2026, selling an estimated $791K and leaving 31,843 shares worth $1.92M. The position accounts for 0.01% of the portfolio, ranked #722.

Lido Advisors first reported a position in XYZ in Q2 2017 and has held it in 21 quarters since. The position peaked at $3.16M in Q3 2025. 986 funds tracked by Wall St. Rank hold XYZ as of Q1 2026.

  • Lido Advisors held 31,843 shares of Block Inc worth $1.92M as of Q1 2026.
  • Lido Advisors sold 13,004 Block Inc shares in Q1 2026, an estimated $791K.
  • Block Inc made up 0.01% of Lido Advisors's portfolio in Q1 2026, its #722 holding.
  • Lido Advisors first reported a position in Block Inc in Q2 2017 and has held it in 21 quarters since.
  • Lido Advisors's Block Inc position peaked at $3.16M in Q3 2025.
  • 986 funds tracked by Wall St. Rank held Block Inc as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.