Lido Advisors
STEM icon

Lido Advisors’s Stem STEM Stock Holding History

Lido Advisors’s Portfolio STEM Stock Details STEM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-22,394
Closed -$140K – 1894
2025
Q2 		$140K Sell
22,394
-30,645
-58% -$275K ﹤0.01% 1563
2025
Q1 		$372K Sell
53,039
-750
-1% -$8.69K ﹤0.01% 1128
2024
Q4 		$649K Hold
53,789
– – ﹤0.01% 922
2024
Q3 		$375K Hold
53,789
– – ﹤0.01% 1063
2024
Q2 		$1.19M Hold
53,789
– – 0.01% 594
2024
Q1 		$2.36M Hold
53,789
– – 0.01% 402
2023
Q4 		$4.17M Hold
53,789
– – 0.03% 290
2023
Q3 		$4.56M Buy
+53,789
New +$6.14M 0.03% 257

Other funds holding STEM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Lido Advisors's STEM Position: Q3 2025 in Review

Lido Advisors sold out of Stem (STEM) in Q3 2025, closing a stake of 22,394 shares — an estimated $140K sold.

Lido Advisors first reported a position in STEM in Q3 2023 and held it in 8 quarters. The position peaked at $4.56M in Q3 2023. 85 funds tracked by Wall St. Rank hold STEM as of Q3 2025.

  • Lido Advisors reported no remaining Stem position as of Q3 2025 after selling out during the quarter.
  • Lido Advisors sold 22,394 Stem shares in Q3 2025, an estimated $140K.
  • Lido Advisors first reported a position in Stem in Q3 2023 and held it in 8 quarters.
  • Lido Advisors's Stem position peaked at $4.56M in Q3 2023.
  • 85 funds tracked by Wall St. Rank held Stem as of Q3 2025.

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