EI
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Ellevest Inc’s Futu Holdings FUTU Stock Holding History

Ellevest Inc’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
Q1 		– Sell
-1,288
Closed -$212K – 441
2025
Q4 		$212K Sell
1,288
-75
-6% -$12.9K 0.03% 400
2025
Q3 		$237K Buy
+1,363
New +$226K 0.03% 382
2023
Q2 		– Sell
-610
Closed -$31.6K – 833
2023
Q1 		$31.6K Sell
610
-295
-33% -$14.3K ﹤0.01% 728
2022
Q4 		$36.8K Buy
905
+540
+148% +$26.4K ﹤0.01% 697
2022
Q3 		$14K Buy
+365
New +$15.9K ﹤0.01% 909
2022
Q2 		– Sell
-37
Closed -$1K – 1493
2022
Q1 		$1K Sell
37
-9
-20% -$361 ﹤0.01% 1290
2021
Q4 		$2K Buy
+46
New +$2.63K ﹤0.01% 1158

Other funds holding FUTU

AMH
Aspex Management (HK) Central, Hong Kong $8.89B AUM 39.91% 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
Citigroup
Citigroup New York $303B AUM 53.02% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.74B AUM 36.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Ellevest Inc's FUTU Position: Q1 2026 in Review

Ellevest Inc sold out of Futu Holdings (FUTU) in Q1 2026, closing a stake of 1,288 shares — an estimated $212K sold.

Ellevest Inc first reported a position in FUTU in Q4 2021 and held it in 7 quarters. The position peaked at $237K in Q3 2025. 371 funds tracked by Wall St. Rank hold FUTU as of Q1 2026.

  • Ellevest Inc reported no remaining Futu Holdings position as of Q1 2026 after selling out during the quarter.
  • Ellevest Inc sold 1,288 Futu Holdings shares in Q1 2026, an estimated $212K.
  • Ellevest Inc first reported a position in Futu Holdings in Q4 2021 and held it in 7 quarters.
  • Ellevest Inc's Futu Holdings position peaked at $237K in Q3 2025.
  • 371 funds tracked by Wall St. Rank held Futu Holdings as of Q1 2026.

Based on Ellevest Inc's 13F filing for Q1 2026, filed 11 May 2026.