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Capital Wealth Planning’s Futu Holdings FUTU Stock Holding History

Capital Wealth Planning’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
2025
Q2 		– Sell
-19,109
Closed -$1.96M – 144
2025
Q1 		$1.96M Buy
19,109
+5,728
+43% +$586K 0.02% 82
2024
Q4 		$1.07M Buy
+13,381
New +$1.25M 0.01% 93

Other funds holding FUTU

HA
HHLR Advisors Grand Cayman, Cayman Islands $832M AUM 32.38% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AMH
Aspex Management (HK) Central, Hong Kong $8.89B AUM 39.91% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
GAMH
Greenwoods Asset Management (HK) Hong Kong $2.19B AUM 50.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
HH
HSG Holding Na, Hong Kong $1.2B AUM 23.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Capital Wealth Planning's FUTU Position: Q2 2025 in Review

Capital Wealth Planning sold out of Futu Holdings (FUTU) in Q2 2025, closing a stake of 19,109 shares — an estimated $1.96M sold.

Capital Wealth Planning first reported a position in FUTU in Q4 2024 and held it in 2 quarters. The position peaked at $1.96M in Q1 2025. 336 funds tracked by Wall St. Rank hold FUTU as of Q2 2025.

  • Capital Wealth Planning reported no remaining Futu Holdings position as of Q2 2025 after selling out during the quarter.
  • Capital Wealth Planning sold 19,109 Futu Holdings shares in Q2 2025, an estimated $1.96M.
  • Capital Wealth Planning first reported a position in Futu Holdings in Q4 2024 and held it in 2 quarters.
  • Capital Wealth Planning's Futu Holdings position peaked at $1.96M in Q1 2025.
  • 336 funds tracked by Wall St. Rank held Futu Holdings as of Q2 2025.

Based on Capital Wealth Planning's 13F filing for Q2 2025, filed 7 Aug 2025.