Lido Advisors
CLB icon

Lido Advisors’s Core Laboratories CLB Stock Holding History

Lido Advisors’s Portfolio CLB Stock Details CLB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$437K Sell
37,496
-350
-0.9% -$5K ﹤0.01% 1554
2026
Q1 		$635K Sell
37,846
-3,184
-8% -$57K ﹤0.01% 1175
2025
Q4 		$656K Sell
41,030
-3,744
-8% -$55.7K ﹤0.01% 1189
2025
Q3 		$553K Buy
+44,774
New +$525K ﹤0.01% 1200

Other funds holding CLB

AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Lido Advisors's CLB Position: Q2 2026 in Review

Lido Advisors reduced its Core Laboratories (CLB) stake by 0.92% in Q2 2026, selling an estimated $5K and leaving 37,496 shares worth $437K. The position accounts for ﹤0.01% of the portfolio, ranked #1554.

Lido Advisors first reported a position in CLB in Q3 2025 and has held it in 4 quarters since. The position peaked at $656K in Q4 2025. 187 funds tracked by Wall St. Rank hold CLB as of Q2 2026.

  • Lido Advisors held 37,496 shares of Core Laboratories worth $437K as of Q2 2026.
  • Lido Advisors sold 350 Core Laboratories shares in Q2 2026, an estimated $5K.
  • Core Laboratories made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #1554 holding.
  • Lido Advisors first reported a position in Core Laboratories in Q3 2025 and has held it in 4 quarters since.
  • Lido Advisors's Core Laboratories position peaked at $656K in Q4 2025.
  • 187 funds tracked by Wall St. Rank held Core Laboratories as of Q2 2026.

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