Lido Advisors
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Lido Advisors’s Sera Prognostics SERA Stock Holding History

Lido Advisors’s Portfolio SERA Stock Details SERA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-16,623
Closed -$50.3K – 2111
2025
Q4 		$50.3K Sell
16,623
-5,541
-25% -$17.9K ﹤0.01% 1885
2025
Q3 		$67.8K Buy
+22,164
New +$63.1K ﹤0.01% 1780

Other funds holding SERA

BBA
Baker Bros. Advisors New York $17.4B AUM 131.5% 1-Year Est. Return
WCA
Whetstone Capital Advisors Shawnee Mission, Kansas $288M AUM 44.06% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
PR
PSP Research Newtown Square, Pennsylvania $188M AUM
VC
Vivo Capital Palo Alto, California $1.2B AUM 911.44% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SMH
Sanders Morris Harris Houston, Texas $172M AUM 22.54% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Lido Advisors's SERA Position: Q1 2026 in Review

Lido Advisors sold out of Sera Prognostics (SERA) in Q1 2026, closing a stake of 16,623 shares — an estimated $50.3K sold.

Lido Advisors first reported a position in SERA in Q3 2025 and held it in 2 quarters. The position peaked at $67.8K in Q3 2025. 56 funds tracked by Wall St. Rank hold SERA as of Q1 2026.

  • Lido Advisors reported no remaining Sera Prognostics position as of Q1 2026 after selling out during the quarter.
  • Lido Advisors sold 16,623 Sera Prognostics shares in Q1 2026, an estimated $50.3K.
  • Lido Advisors first reported a position in Sera Prognostics in Q3 2025 and held it in 2 quarters.
  • Lido Advisors's Sera Prognostics position peaked at $67.8K in Q3 2025.
  • 56 funds tracked by Wall St. Rank held Sera Prognostics as of Q1 2026.

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