Lido Advisors
NCDL icon

Lido Advisors’s Nuveen Churchill Direct Lending NCDL Stock Holding History

Lido Advisors’s Portfolio NCDL Stock Details NCDL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$735K Buy
57,510
+3,722
+7% +$49.6K ﹤0.01% 1264
2026
Q1 		$705K Buy
53,788
+8,932
+20% +$120K ﹤0.01% 1125
2025
Q4 		$639K Hold
44,856
– – ﹤0.01% 1201
2025
Q3 		$639K Buy
44,856
+23,856
+114% +$382K ﹤0.01% 1134
2025
Q2 		$349K Buy
+21,000
New +$332K ﹤0.01% 1267

Other funds holding NCDL

BOCH
Blue Owl Capital Holdings New York $665M AUM 95.48% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AM
Ares Management Los Angeles, California $2.29B AUM 0.27% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
OWA
Opal Wealth Advisors Jericho, New York $463M AUM 20.47% 1-Year Est. Return
DCP
Diameter Capital Partners New York $1.24B AUM 137.67% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Lido Advisors's NCDL Position: Q2 2026 in Review

Lido Advisors increased its Nuveen Churchill Direct Lending (NCDL) stake by 6.9% in Q2 2026, buying an estimated $49.6K and bringing the position to 57,510 shares worth $735K. The position accounts for ﹤0.01% of the portfolio, ranked #1264.

Lido Advisors first reported a position in NCDL in Q2 2025 and has held it in 5 quarters since. 68 funds tracked by Wall St. Rank hold NCDL as of Q2 2026.

  • Lido Advisors held 57,510 shares of Nuveen Churchill Direct Lending worth $735K as of Q2 2026.
  • Lido Advisors bought 3,722 Nuveen Churchill Direct Lending shares in Q2 2026, an estimated $49.6K.
  • Nuveen Churchill Direct Lending made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #1264 holding.
  • Lido Advisors first reported a position in Nuveen Churchill Direct Lending in Q2 2025 and has held it in 5 quarters since.
  • 68 funds tracked by Wall St. Rank held Nuveen Churchill Direct Lending as of Q2 2026.

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