Bell Investment Advisors’s Futu Holdings FUTU Stock Holding History

Bell Investment Advisors’s Portfolio FUTU Stock Details FUTU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.59K	Buy	17 +6	+55%	+$768	﹤0.01%	1406
2026 Q1	$1.5K	Hold	11	–	–	﹤0.01%	1425
2025 Q4	$1.81K	Hold	11	–	–	﹤0.01%	1381
2025 Q3	$1.91K	Sell	11 -15	-58%	-$2.49K	﹤0.01%	1350
2025 Q2	$3.21K	Hold	26	–	–	﹤0.01%	1169
2025 Q1	$2.66K	Hold	26	–	–	﹤0.01%	1191
2024 Q4	$2.08K	Hold	26	–	–	﹤0.01%	1319
2024 Q3	$2.49K	Hold	26	–	–	﹤0.01%	1261
2024 Q2	$1.71K	Hold	26	–	–	﹤0.01%	1430
2024 Q1	$1.41K	Buy	26 +11	+73%	+$567	﹤0.01%	1490
2023 Q4	$820	Hold	15	–	–	﹤0.01%	1641
2023 Q3	$868	Hold	15	–	–	﹤0.01%	1620
2023 Q2	$597	Sell	15 -11	-42%	-$468	﹤0.01%	1756
2023 Q1	$1.35K	Hold	26	–	–	﹤0.01%	1440
2022 Q4	$1.06K	Sell	26 -11	-30%	-$537	﹤0.01%	1556
2022 Q3	$1K	Sell	37 -3	-8%	-$131	﹤0.01%	1410
2022 Q2	$2K	Buy	+40	New	+$1.51K	﹤0.01%	1144
2021 Q4	$1K	Buy	12 +9	+300%	+$514	﹤0.01%	1442
2021 Q3	$0	Buy	+3	New	+$331	﹤0.01%	1758

Other funds holding FUTU

AMH

Aspex Management (HK) Central, Hong Kong $8.89B AUM 39.91% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

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

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

HHLR Advisors Grand Cayman, Cayman Islands $832M AUM 32.38% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

GWM

Greenwich Wealth Management Greenwich, Connecticut $2.75B AUM 36.11% 1-Year Est. Return

FBIL

First Beijing Investment Ltd Hong Kong $2.44B AUM 18.47% 1-Year Est. Return

Bell Investment Advisors's FUTU Position: Q2 2026 in Review

Bell Investment Advisors increased its Futu Holdings (FUTU) stake by 55% in Q2 2026, buying an estimated $768 and bringing the position to 17 shares worth $1.59K. The position accounts for ﹤0.01% of the portfolio, ranked #1406.

Bell Investment Advisors first reported a position in FUTU in Q3 2021 and has held it in 19 quarters since. The position peaked at $3.21K in Q2 2025. 320 funds tracked by Wall St. Rank hold FUTU as of Q2 2026.

Bell Investment Advisors held 17 shares of Futu Holdings worth $1.59K as of Q2 2026.
Bell Investment Advisors bought 6 Futu Holdings shares in Q2 2026, an estimated $768.
Futu Holdings made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #1406 holding.
Bell Investment Advisors first reported a position in Futu Holdings in Q3 2021 and has held it in 19 quarters since.
Bell Investment Advisors's Futu Holdings position peaked at $3.21K in Q2 2025.
320 funds tracked by Wall St. Rank held Futu Holdings as of Q2 2026.

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