Ariadne Wealth Management
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Ariadne Wealth Management’s Lufax Holding Ltd. American Depositary Shares, (each representing twenty (20) Ordinary Shares) LU Stock Holding History

Ariadne Wealth Management’s Portfolio LU Stock Details LU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-1,229
Closed -$23K – 271
2026
Q1 		$23K Sell
1,229
-841
-41% -$21.2K 0.01% 248
2025
Q4 		$57.1K Sell
2,070
-150
-7% -$4.43K 0.02% 256
2025
Q3 		$60.6K Buy
2,220
+219
+11% +$6.54K 0.03% 241
2025
Q2 		$57.8K Buy
+2,001
New +$56.5K 0.03% 225
2025
Q1 		– Sell
-1,495
Closed -$39.2K – 225
2024
Q4 		$39.2K Buy
1,495
+437
+41% +$12.1K 0.02% 226
2024
Q3 		$29.7K Buy
+1,058
New +$27.7K 0.02% 223

Other funds holding LU

Alpine Investment Management
Alpine Investment Management Hong Kong $411M AUM 21.33% 1-Year Est. Return
YC
Yunqi Capital Hong Kong $125M AUM 13.99% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Ariadne Wealth Management's LU Position: Q2 2026 in Review

Ariadne Wealth Management sold out of Lufax Holding Ltd. American Depositary Shares, (each representing twenty (20) Ordinary Shares) (LU) in Q2 2026, closing a stake of 1,229 shares — an estimated $23K sold.

Ariadne Wealth Management first reported a position in LU in Q3 2024 and held it in 6 quarters. The position peaked at $60.6K in Q3 2025. 74 funds tracked by Wall St. Rank hold LU as of Q2 2026.

  • Ariadne Wealth Management reported no remaining Lufax Holding Ltd. American Depositary Shares, (each representing twenty (20) Ordinary Shares) position as of Q2 2026 after selling out during the quarter.
  • Ariadne Wealth Management sold 1,229 Lufax Holding Ltd. American Depositary Shares, (each representing twenty (20) Ordinary Shares) shares in Q2 2026, an estimated $23K.
  • Ariadne Wealth Management first reported a position in Lufax Holding Ltd. American Depositary Shares, (each representing twenty (20) Ordinary Shares) in Q3 2024 and held it in 6 quarters.
  • Ariadne Wealth Management's Lufax Holding Ltd. American Depositary Shares, (each representing twenty (20) Ordinary Shares) position peaked at $60.6K in Q3 2025.
  • 74 funds tracked by Wall St. Rank held Lufax Holding Ltd. American Depositary Shares, (each representing twenty (20) Ordinary Shares) as of Q2 2026.

Based on Ariadne Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.