Ariadne Wealth Management’s Lufax Holding 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	-12,292	Closed	-$23K	–	271
2026 Q1	$23K	Sell	12,292 -8,409	-41%	-$21.2K	0.01%	248
2025 Q4	$57.1K	Sell	20,701 -1,500	-7%	-$4.43K	0.02%	256
2025 Q3	$60.6K	Buy	22,201 +2,192	+11%	+$6.54K	0.03%	241
2025 Q2	$57.8K	Buy	+20,009	New	+$56.5K	0.03%	225
2025 Q1	–	Sell	-14,947	Closed	-$39.2K	–	225
2024 Q4	$39.2K	Buy	14,947 +4,368	+41%	+$12.1K	0.02%	226
2024 Q3	$29.7K	Buy	+10,579	New	+$27.7K	0.02%	223

Other funds holding LU

AIM

Alpine Investment Management Hong Kong $411M AUM 21.33% 1-Year Est. Return

Yunqi Capital Hong Kong $125M AUM 13.99% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Ariadne Wealth Management sold out of Lufax Holding (LU) in Q2 2026, closing a stake of 12,292 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. 75 funds tracked by Wall St. Rank hold LU as of Q2 2026.

Ariadne Wealth Management reported no remaining Lufax Holding position as of Q2 2026 after selling out during the quarter.
Ariadne Wealth Management sold 12,292 Lufax Holding shares in Q2 2026, an estimated $23K.
Ariadne Wealth Management first reported a position in Lufax Holding in Q3 2024 and held it in 6 quarters.
Ariadne Wealth Management's Lufax Holding position peaked at $60.6K in Q3 2025.
75 funds tracked by Wall St. Rank held Lufax Holding as of Q2 2026.

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