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Diversify Wealth Management’s Futu Holdings FUTU Stock Holding History

Diversify Wealth Management’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
-13,173
Closed -$2.02M – 1308
2026
Q1 		$2.02M Buy
13,173
+3,707
+39% +$576K 0.04% 373
2025
Q4 		$1.74M Buy
9,466
+504
+6% +$86.5K 0.08% 226
2025
Q3 		$1.74M Buy
8,962
+83
+0.9% +$13.8K 0.1% 195
2025
Q2 		$1.47M Buy
8,879
+1,720
+24% +$176K 0.09% 214
2025
Q1 		$659K Buy
7,159
+1,092
+18% +$112K 0.05% 306
2024
Q4 		$457K Buy
+6,067
New +$568K 0.04% 362

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

Diversify Wealth Management's FUTU Position: Q2 2026 in Review

Diversify Wealth Management sold out of Futu Holdings (FUTU) in Q2 2026, closing a stake of 13,173 shares — an estimated $2.02M sold.

Diversify Wealth Management first reported a position in FUTU in Q4 2024 and held it in 6 quarters. The position peaked at $2.02M in Q1 2026. 321 funds tracked by Wall St. Rank hold FUTU as of Q2 2026.

  • Diversify Wealth Management reported no remaining Futu Holdings position as of Q2 2026 after selling out during the quarter.
  • Diversify Wealth Management sold 13,173 Futu Holdings shares in Q2 2026, an estimated $2.02M.
  • Diversify Wealth Management first reported a position in Futu Holdings in Q4 2024 and held it in 6 quarters.
  • Diversify Wealth Management's Futu Holdings position peaked at $2.02M in Q1 2026.
  • 321 funds tracked by Wall St. Rank held Futu Holdings as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.