Creative Planning
FUTU icon

Creative Planning’s Futu Holdings FUTU Stock Holding History

Creative 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
2026
Q2 		$1.18M Sell
12,640
-846
-6% -$108K ﹤0.01% 2502
2026
Q1 		$1.84M Buy
13,486
+290
+2% +$45.1K ﹤0.01% 1960
2025
Q4 		$2.17M Sell
13,196
-225
-2% -$38.6K ﹤0.01% 1668
2025
Q3 		$2.33M Sell
13,421
-40
-0.3% -$6.64K ﹤0.01% 1425
2025
Q2 		$1.66M Sell
13,461
-4,468
-25% -$457K ﹤0.01% 1463
2025
Q1 		$1.84M Buy
17,929
+1,364
+8% +$140K ﹤0.01% 1235
2024
Q4 		$1.33M Buy
16,565
+2,474
+18% +$232K ﹤0.01% 1435
2024
Q3 		$1.35M Buy
14,091
+838
+6% +$53.3K ﹤0.01% 1303
2024
Q2 		$869K Buy
13,253
+2,884
+28% +$195K ﹤0.01% 1516
2024
Q1 		$561K Buy
10,369
+122
+1% +$6.29K ﹤0.01% 1775
2023
Q4 		$560K Buy
10,247
+17
+0.2% +$966 ﹤0.01% 1643
2023
Q3 		$591K Buy
10,230
+3,990
+64% +$213K ﹤0.01% 1452
2023
Q2 		$248K Buy
6,240
+1,492
+31% +$63.5K ﹤0.01% 2055
2023
Q1 		$246K Sell
4,748
-1,169
-20% -$56.8K ﹤0.01% 1963
2022
Q4 		$241K Buy
+5,917
New +$289K ﹤0.01% 1892
2021
Q3 		– Sell
-1,996
Closed -$357K – 2153
2021
Q2 		$357K Sell
1,996
-27,004
-93% -$3.93M ﹤0.01% 1463
2021
Q1 		$4.61M Buy
29,000
+1,627
+6% +$201K 0.01% 432
2020
Q4 		$1.25M Buy
27,373
+1,451
+6% +$54.6K ﹤0.01% 855
2020
Q3 		$742K Buy
+25,922
New +$814K ﹤0.01% 939

Other funds holding FUTU

AMH
Aspex Management (HK) Central, Hong Kong $8.89B AUM 39.91% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HA
HHLR Advisors Grand Cayman, Cayman Islands $832M AUM 32.38% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS AM
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

Creative Planning's FUTU Position: Q2 2026 in Review

Creative Planning reduced its Futu Holdings (FUTU) stake by 6.3% in Q2 2026, selling an estimated $108K and leaving 12,640 shares worth $1.18M. The position accounts for ﹤0.01% of the portfolio, ranked #2502.

Creative Planning first reported a position in FUTU in Q3 2020 and has held it in 19 quarters since. The position peaked at $4.61M in Q1 2021. 321 funds tracked by Wall St. Rank hold FUTU as of Q2 2026.

  • Creative Planning held 12,640 shares of Futu Holdings worth $1.18M as of Q2 2026.
  • Creative Planning sold 846 Futu Holdings shares in Q2 2026, an estimated $108K.
  • Futu Holdings made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2502 holding.
  • Creative Planning first reported a position in Futu Holdings in Q3 2020 and has held it in 19 quarters since.
  • Creative Planning's Futu Holdings position peaked at $4.61M in Q1 2021.
  • 321 funds tracked by Wall St. Rank held Futu Holdings as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.