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Ethic Inc’s Lufax Holding LU Stock Holding History

Ethic Inc’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
2026
Q2 		– Sell
-11,330
Closed -$21.2K – 1395
2026
Q1 		$21.2K Sell
11,330
-1,914
-14% -$4.83K ﹤0.01% 1230
2025
Q4 		$33.9K Sell
13,244
-1,076
-8% -$3.18K ﹤0.01% 1198
2025
Q3 		$58.1K Sell
14,320
-60
-0.4% -$179 ﹤0.01% 1174
2025
Q2 		$39.4K Sell
14,380
-798
-5% -$2.25K ﹤0.01% 1198
2025
Q1 		$44.9K Sell
15,178
-5,578
-27% -$15.5K ﹤0.01% 1139
2024
Q4 		$49.6K Sell
20,756
-93,845
-82% -$259K ﹤0.01% 1130
2024
Q3 		$484K Buy
114,601
+66,684
+139% +$174K 0.01% 768
2024
Q2 		$114K Sell
47,917
-66,684
-58% -$254K ﹤0.01% 1063
2024
Q1 		$484K Buy
114,601
+65,733
+135% +$184K 0.01% 767
2023
Q4 		$150K Buy
+48,868
New +$182K ﹤0.01% 1001

Other funds holding LU

AIM
Alpine Investment Management Hong Kong $411M AUM 21.33% 1-Year Est. Return
YC
Yunqi Capital Hong Kong $125M AUM 13.99% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Ethic Inc's LU Position: Q2 2026 in Review

Ethic Inc sold out of Lufax Holding (LU) in Q2 2026, closing a stake of 11,330 shares — an estimated $21.2K sold.

Ethic Inc first reported a position in LU in Q4 2023 and held it in 10 quarters. The position peaked at $484K in Q3 2024. 75 funds tracked by Wall St. Rank hold LU as of Q2 2026.

  • Ethic Inc reported no remaining Lufax Holding position as of Q2 2026 after selling out during the quarter.
  • Ethic Inc sold 11,330 Lufax Holding shares in Q2 2026, an estimated $21.2K.
  • Ethic Inc first reported a position in Lufax Holding in Q4 2023 and held it in 10 quarters.
  • Ethic Inc's Lufax Holding position peaked at $484K in Q3 2024.
  • 75 funds tracked by Wall St. Rank held Lufax Holding as of Q2 2026.

Based on Ethic Inc's 13F filing for Q2 2026, filed 29 Jul 2026.