Corient Private Wealth
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Corient Private Wealth’s Lufax Holding LU Stock Holding History

Corient Private Wealth’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
Q4 		– Sell
-11,387
Closed -$46.2K – 2726
2025
Q3 		$46.2K Sell
11,387
-2,591
-19% -$7.74K ﹤0.01% 2504
2025
Q2 		$39K Sell
13,978
-1,932
-12% -$5.45K ﹤0.01% 2398
2025
Q1 		$47.3K Sell
15,910
-5,308
-25% -$14.7K ﹤0.01% 2228
2024
Q4 		$50.7K Buy
21,218
+6,445
+44% +$17.8K ﹤0.01% 2278
2024
Q3 		$51.6K Buy
14,773
+358
+2% +$937 ﹤0.01% 2395
2024
Q2 		$34.2K Sell
14,415
-6,686
-32% -$25.5K ﹤0.01% 2279
2024
Q1 		$89K Buy
+21,101
New +$59.1K ﹤0.01% 2195
2023
Q3 		– Sell
-4,387
Closed -$25.1K – 2198
2023
Q2 		$25.1K Sell
4,387
-17,909
-80% -$118K ﹤0.01% 2041
2023
Q1 		$182K Buy
22,296
+12,490
+127% +$120K ﹤0.01% 1815
2022
Q4 		$78K Buy
+9,806
New +$74.7K ﹤0.01% 1593

Other funds holding LU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
YC
Yunqi Capital Hong Kong $125M AUM 13.99% 1-Year Est. Return
AIM
Alpine Investment Management Hong Kong $411M AUM 21.33% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Corient Private Wealth's LU Position: Q4 2025 in Review

Corient Private Wealth sold out of Lufax Holding (LU) in Q4 2025, closing a stake of 11,387 shares — an estimated $46.2K sold.

Corient Private Wealth first reported a position in LU in Q4 2022 and held it in 10 quarters. The position peaked at $182K in Q1 2023. 83 funds tracked by Wall St. Rank hold LU as of Q4 2025.

  • Corient Private Wealth reported no remaining Lufax Holding position as of Q4 2025 after selling out during the quarter.
  • Corient Private Wealth sold 11,387 Lufax Holding shares in Q4 2025, an estimated $46.2K.
  • Corient Private Wealth first reported a position in Lufax Holding in Q4 2022 and held it in 10 quarters.
  • Corient Private Wealth's Lufax Holding position peaked at $182K in Q1 2023.
  • 83 funds tracked by Wall St. Rank held Lufax Holding as of Q4 2025.

Based on Corient Private Wealth's 13F filing for Q4 2025, filed 19 Feb 2026.