Lido Advisors
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Lido Advisors’s P3 Health Partners PIII Stock Holding History

Lido Advisors’s Portfolio PIII Stock Details PIII Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-10,748
Closed -$33.1K – 2241
2026
Q1 		$33.1K Buy
+10,748
New +$28.3K ﹤0.01% 1914
2024
Q4 		– Sell
-1,500
Closed -$29K – 1576
2024
Q3 		$29K Hold
1,500
– – ﹤0.01% 1442
2024
Q2 		$33.8K Hold
1,500
– – ﹤0.01% 1388
2024
Q1 		$77.3K Buy
+1,500
New +$83.3K ﹤0.01% 1333

Other funds holding PIII

HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
TFA
Trinity Financial Advisors Columbus, Ohio $389M AUM 20.97% 1-Year Est. Return
MA
MYDA Advisors Woodmere, New York $672M AUM 71.14% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $78.6B AUM 28.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AWC
Abundance Wealth Counselors State College, Pennsylvania $1.54B AUM 31.07% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Lido Advisors's PIII Position: Q2 2026 in Review

Lido Advisors sold out of P3 Health Partners (PIII) in Q2 2026, closing a stake of 10,748 shares — an estimated $33.1K sold.

Lido Advisors first reported a position in PIII in Q1 2024 and held it in 4 quarters. The position peaked at $77.3K in Q1 2024. 18 funds tracked by Wall St. Rank hold PIII as of Q2 2026.

  • Lido Advisors reported no remaining P3 Health Partners position as of Q2 2026 after selling out during the quarter.
  • Lido Advisors sold 10,748 P3 Health Partners shares in Q2 2026, an estimated $33.1K.
  • Lido Advisors first reported a position in P3 Health Partners in Q1 2024 and held it in 4 quarters.
  • Lido Advisors's P3 Health Partners position peaked at $77.3K in Q1 2024.
  • 18 funds tracked by Wall St. Rank held P3 Health Partners as of Q2 2026.

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