LIP
XYZ

Lighthouse Investment Partners’s Block Inc XYZ Stock Holding History

Lighthouse Investment Partners’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 		– Sell
-3,468
Closed -$226K – 1133
2025
Q4 		$226K Buy
+3,468
New +$239K 0.01% 747
2025
Q3 		– Sell
-88,486
Closed -$6.01M – 804
2025
Q2 		$6.01M Buy
88,486
+48,473
+121% +$2.82M 0.23% 135
2025
Q1 		$2.17M Buy
+40,013
New +$2.99M 0.09% 253

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

Lighthouse Investment Partners's XYZ Position: Q1 2026 in Review

Lighthouse Investment Partners sold out of Block Inc (XYZ) in Q1 2026, closing a stake of 3,468 shares — an estimated $226K sold.

Lighthouse Investment Partners first reported a position in XYZ in Q1 2025 and held it in 3 quarters. The position peaked at $6.01M in Q2 2025. 986 funds tracked by Wall St. Rank hold XYZ as of Q1 2026.

  • Lighthouse Investment Partners reported no remaining Block Inc position as of Q1 2026 after selling out during the quarter.
  • Lighthouse Investment Partners sold 3,468 Block Inc shares in Q1 2026, an estimated $226K.
  • Lighthouse Investment Partners first reported a position in Block Inc in Q1 2025 and held it in 3 quarters.
  • Lighthouse Investment Partners's Block Inc position peaked at $6.01M in Q2 2025.
  • 986 funds tracked by Wall St. Rank held Block Inc as of Q1 2026.

Based on Lighthouse Investment Partners's 13F filing for Q1 2026, filed 14 May 2026.