Caprock Group’s Futu Holdings FUTU Stock Holding History

Caprock Group’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	–	Sell	-2,102	Closed	-$287K	–	1276
2026 Q1	$287K	Buy	2,102 +805	+62%	+$125K	0.01%	937
2025 Q4	$213K	Buy	1,297 +150	+13%	+$25.7K	﹤0.01%	1102
2025 Q3	$213K	Buy	+1,147	New	+$190K	0.01%	1042

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 $2.74B AUM 36.19% 1-Year Est. Return

FBIL

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

Caprock Group's FUTU Position: Q2 2026 in Review

Caprock Group sold out of Futu Holdings (FUTU) in Q2 2026, closing a stake of 2,102 shares — an estimated $287K sold.

Caprock Group first reported a position in FUTU in Q3 2025 and held it in 3 quarters. The position peaked at $287K in Q1 2026. 321 funds tracked by Wall St. Rank hold FUTU as of Q2 2026.

Caprock Group reported no remaining Futu Holdings position as of Q2 2026 after selling out during the quarter.
Caprock Group sold 2,102 Futu Holdings shares in Q2 2026, an estimated $287K.
Caprock Group first reported a position in Futu Holdings in Q3 2025 and held it in 3 quarters.
Caprock Group's Futu Holdings position peaked at $287K in Q1 2026.
321 funds tracked by Wall St. Rank held Futu Holdings as of Q2 2026.

Based on Caprock Group's 13F filing for Q2 2026, filed 27 Jul 2026.