Lido Advisors’s TriSalus Life Sciences TLSI Stock Holding History

Lido Advisors’s Portfolio TLSI Stock Details TLSI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-14,197	Closed	-$78.4K	–	1755
2025 Q1	$78.4K	Buy	14,197 +173	+1%	+$921	﹤0.01%	1459
2024 Q4	$70.3K	Sell	14,024 -21,000	-60%	-$88.7K	﹤0.01%	1459
2024 Q3	$161K	Sell	35,024 -9,383	-21%	-$49.7K	﹤0.01%	1368
2024 Q2	$245K	Buy	+44,407	New	+$377K	﹤0.01%	1209

Other funds holding TLSI

NCM

Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return

AIC

AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return

GGHC

Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Lido Advisors's TLSI Position: Q2 2025 in Review

Lido Advisors sold out of TriSalus Life Sciences (TLSI) in Q2 2025, closing a stake of 14,197 shares — an estimated $78.4K sold.

Lido Advisors first reported a position in TLSI in Q2 2024 and held it in 4 quarters. The position peaked at $245K in Q2 2024. 48 funds tracked by Wall St. Rank hold TLSI as of Q2 2025.

Lido Advisors reported no remaining TriSalus Life Sciences position as of Q2 2025 after selling out during the quarter.
Lido Advisors sold 14,197 TriSalus Life Sciences shares in Q2 2025, an estimated $78.4K.
Lido Advisors first reported a position in TriSalus Life Sciences in Q2 2024 and held it in 4 quarters.
Lido Advisors's TriSalus Life Sciences position peaked at $245K in Q2 2024.
48 funds tracked by Wall St. Rank held TriSalus Life Sciences as of Q2 2025.

Based on Lido Advisors's 13F filing for Q2 2025, filed 13 Aug 2025.