Cerity Partners’s Futu Holdings FUTU Stock Holding History

Cerity Partners’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	$309K	Sell	3,296 -461	-12%	-$59K	﹤0.01%	2770
2026 Q1	$514K	Buy	3,757 +767	+26%	+$119K	﹤0.01%	2270
2025 Q4	$491K	Sell	2,990 -132	-4%	-$22.7K	﹤0.01%	2124
2025 Q3	$543K	Buy	3,122 +393	+14%	+$65.3K	﹤0.01%	1919
2025 Q2	$337K	Buy	2,729 +120	+5%	+$12.3K	﹤0.01%	2089
2025 Q1	$267K	Buy	2,609 +17	+0.7%	+$1.74K	﹤0.01%	2083
2024 Q4	$235K	Sell	2,592 -1,034	-29%	-$96.8K	﹤0.01%	2165
2024 Q3	$347K	Buy	+3,626	New	+$231K	﹤0.01%	1968

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

Cerity Partners's FUTU Position: Q2 2026 in Review

Cerity Partners reduced its Futu Holdings (FUTU) stake by 12% in Q2 2026, selling an estimated $59K and leaving 3,296 shares worth $309K. The position accounts for ﹤0.01% of the portfolio, ranked #2770.

Cerity Partners first reported a position in FUTU in Q3 2024 and has held it in 8 quarters since. The position peaked at $543K in Q3 2025. 320 funds tracked by Wall St. Rank hold FUTU as of Q2 2026.

Cerity Partners held 3,296 shares of Futu Holdings worth $309K as of Q2 2026.
Cerity Partners sold 461 Futu Holdings shares in Q2 2026, an estimated $59K.
Futu Holdings made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #2770 holding.
Cerity Partners first reported a position in Futu Holdings in Q3 2024 and has held it in 8 quarters since.
Cerity Partners's Futu Holdings position peaked at $543K in Q3 2025.
320 funds tracked by Wall St. Rank held Futu Holdings as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.