Lyell Wealth Management Portfolio Shifts in Q2 2026
Lyell Wealth Management, LP saw its portfolio turnover increase significantly during the second quarter of 2026. The firm sold substantial positions while acquiring new holdings.
By Insiderset.Aug 8, 2026, 10:45 AM
Lyell Wealth Management, LP saw its portfolio turnover increase significantly during the second quarter of 2026. The firm sold substantial positions while acquiring new holdings.