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Coldstream Capital Management’s Lufax Holding LU Stock Holding History

Coldstream Capital 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
2025
Q2 		– Sell
-402
Closed -$1.19K – 2358
2025
Q1 		$1.19K Buy
+402
New +$1.11K ﹤0.01% 3140

Other funds holding LU

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
YC
Yunqi Capital Hong Kong $92.4M AUM 16.3% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
TPC
Tiger Pacific Capital New York $410M AUM 0.97% 1-Year Est. Return
FBIL
First Beijing Investment Ltd Hong Kong $2.32B AUM 8.06% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Coldstream Capital Management's LU Position: Q2 2025 in Review

Coldstream Capital Management sold out of Lufax Holding (LU) in Q2 2025, closing a stake of 402 shares — an estimated $1.19K sold.

Coldstream Capital Management first reported a position in LU in Q1 2025 and held it in 1 quarter. The position peaked at $1.19K in Q1 2025. 98 funds tracked by Wall St. Rank hold LU as of Q2 2025.

  • Coldstream Capital Management reported no remaining Lufax Holding position as of Q2 2025 after selling out during the quarter.
  • Coldstream Capital Management sold 402 Lufax Holding shares in Q2 2025, an estimated $1.19K.
  • Coldstream Capital Management first reported a position in Lufax Holding in Q1 2025 and held it in 1 quarter.
  • Coldstream Capital Management's Lufax Holding position peaked at $1.19K in Q1 2025.
  • 98 funds tracked by Wall St. Rank held Lufax Holding as of Q2 2025.

Based on Coldstream Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.