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
-100
Closed -$6.71K – 1623
2024
Q3 		$6.71K Buy
+100
New +$6.46K ﹤0.01% 1455

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.