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
2024
Q4 		– Sell
-400
Closed -$26.9K – 1622
2024
Q3 		$26.9K Hold
400
– – ﹤0.01% 1444
2024
Q2 		$25.8K Buy
400
+300
+300% +$21K ﹤0.01% 1397
2024
Q1 		$8.46K Buy
+100
New +$7.23K ﹤0.01% 1379

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.