Lido Advisors’s TriplePoint Venture Growth BDC TPVG Stock Holding History

Lido Advisors’s Portfolio TPVG Stock Details TPVG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-83,570	Closed	-$417K	–	2269
2026 Q1	$417K	Hold	83,570	–	–	﹤0.01%	1399
2025 Q4	$482K	Hold	83,570	–	–	﹤0.01%	1314
2025 Q3	$482K	Hold	83,570	–	–	﹤0.01%	1243
2025 Q2	$586K	Sell	83,570 -1,429	-2%	-$9.36K	﹤0.01%	1048
2025 Q1	$593K	Sell	84,999 -1,058	-1%	-$8.09K	﹤0.01%	964
2024 Q4	$635K	Sell	86,057 -1,436	-2%	-$10.6K	﹤0.01%	931
2024 Q3	$618K	Buy	87,493 +3,593	+4%	+$28K	﹤0.01%	883
2024 Q2	$674K	Sell	83,900 -38,455	-31%	-$352K	﹤0.01%	822
2024 Q1	$1.16M	Buy	122,355 +1,115	+0.9%	+$11.8K	0.01%	591
2023 Q4	$1.32M	Buy	+121,240	New	+$1.24M	0.01%	519

Other funds holding TPVG

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Kovack Advisors Ft. Lauderdale, Florida $2.08B AUM 38.95% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Lido Advisors's TPVG Position: Q2 2026 in Review

Lido Advisors sold out of TriplePoint Venture Growth BDC (TPVG) in Q2 2026, closing a stake of 83,570 shares — an estimated $417K sold.

Lido Advisors first reported a position in TPVG in Q4 2023 and held it in 10 quarters. The position peaked at $1.32M in Q4 2023. 63 funds tracked by Wall St. Rank hold TPVG as of Q2 2026.

Lido Advisors reported no remaining TriplePoint Venture Growth BDC position as of Q2 2026 after selling out during the quarter.
Lido Advisors sold 83,570 TriplePoint Venture Growth BDC shares in Q2 2026, an estimated $417K.
Lido Advisors first reported a position in TriplePoint Venture Growth BDC in Q4 2023 and held it in 10 quarters.
Lido Advisors's TriplePoint Venture Growth BDC position peaked at $1.32M in Q4 2023.
63 funds tracked by Wall St. Rank held TriplePoint Venture Growth BDC as of Q2 2026.

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