Lido Advisors
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Lido Advisors’s Nasdaq NDAQ Stock Holding History

Lido Advisors’s Portfolio NDAQ Stock Details NDAQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.47M Sell
29,148
-16,764
-37% -$1.5M 0.01% 653
2025
Q4 		$4.25M Buy
45,912
+2,167
+5% +$195K 0.01% 506
2025
Q3 		$3.87M Buy
43,745
+21,459
+96% +$1.99M 0.01% 503
2025
Q2 		$1.99M Buy
22,286
+959
+4% +$76.6K 0.01% 590
2025
Q1 		$1.62M Buy
21,327
+17,908
+524% +$1.41M 0.01% 596
2024
Q4 		$264K Buy
3,419
+281
+9% +$21.7K ﹤0.01% 1276
2024
Q3 		$229K Buy
+3,138
New +$214K ﹤0.01% 1273
2024
Q2 		– Sell
-3,799
Closed -$240K – 1459
2024
Q1 		$240K Buy
+3,799
New +$220K ﹤0.01% 1194
2019
Q1 		– Sell
-9,924
Closed -$269K – 538
2018
Q4 		$269K Buy
+9,924
New +$283K 0.03% 341
2017
Q1 		– Sell
-11,400
Closed -$255K – 265
2016
Q4 		$255K Sell
11,400
-2,400
-17% -$52.9K 0.06% 163
2016
Q3 		$311K Sell
13,800
-6,942
-33% -$160K 0.1% 98
2016
Q2 		$447K Buy
20,742
+4,242
+26% +$90.7K 0.14% 71
2016
Q1 		$365K Buy
+16,500
New +$340K 0.12% 83

Other funds holding NDAQ

IA
Investor AB Stockholm, Sweden $15.1B AUM 29.02% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Lido Advisors's NDAQ Position: Q1 2026 in Review

Lido Advisors reduced its Nasdaq (NDAQ) stake by 37% in Q1 2026, selling an estimated $1.5M and leaving 29,148 shares worth $2.47M. The position accounts for 0.01% of the portfolio, ranked #653.

Lido Advisors first reported a position in NDAQ in Q1 2016 and has held it in 13 quarters since. The position peaked at $4.25M in Q4 2025. 1,086 funds tracked by Wall St. Rank hold NDAQ as of Q1 2026.

  • Lido Advisors held 29,148 shares of Nasdaq worth $2.47M as of Q1 2026.
  • Lido Advisors sold 16,764 Nasdaq shares in Q1 2026, an estimated $1.5M.
  • Nasdaq made up 0.01% of Lido Advisors's portfolio in Q1 2026, its #653 holding.
  • Lido Advisors first reported a position in Nasdaq in Q1 2016 and has held it in 13 quarters since.
  • Lido Advisors's Nasdaq position peaked at $4.25M in Q4 2025.
  • 1,086 funds tracked by Wall St. Rank held Nasdaq as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.