Lido Advisors
HCTI icon

Lido Advisors’s Healthcare Triangle HCTI Stock Holding History

Lido Advisors’s Portfolio HCTI Stock Details HCTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-3
Closed -$1.39K – 1865
2025
Q2 		$1.39K Buy
+3
New +$5.1K ﹤0.01% 1652

Other funds holding HCTI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Lido Advisors's HCTI Position: Q3 2025 in Review

Lido Advisors sold out of Healthcare Triangle (HCTI) in Q3 2025, closing a stake of 3 shares — an estimated $1.39K sold.

Lido Advisors first reported a position in HCTI in Q2 2025 and held it in 1 quarter. The position peaked at $1.39K in Q2 2025. 8 funds tracked by Wall St. Rank hold HCTI as of Q3 2025.

  • Lido Advisors reported no remaining Healthcare Triangle position as of Q3 2025 after selling out during the quarter.
  • Lido Advisors sold 3 Healthcare Triangle shares in Q3 2025, an estimated $1.39K.
  • Lido Advisors first reported a position in Healthcare Triangle in Q2 2025 and held it in 1 quarter.
  • Lido Advisors's Healthcare Triangle position peaked at $1.39K in Q2 2025.
  • 8 funds tracked by Wall St. Rank held Healthcare Triangle as of Q3 2025.

Based on Lido Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.