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Evergreen Capital Management’s Futu Holdings FUTU Stock Holding History

Evergreen Capital 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
Q1 		$263K Buy
1,922
+573
+42% +$89.1K 0.01% 1213
2025
Q4 		$222K Sell
1,349
-187
-12% -$32.1K ﹤0.01% 1242
2025
Q3 		$267K Sell
1,536
-96
-6% -$15.9K 0.01% 1058
2025
Q2 		$202K Buy
+1,632
New +$167K 0.01% 1041

Other funds holding FUTU

AMH
Aspex Management (HK) Central, Hong Kong $6.9B AUM 28.37% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
HA
HHLR Advisors Grand Cayman, Cayman Islands $1.67B AUM 7.53% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Evergreen Capital Management's FUTU Position: Q1 2026 in Review

Evergreen Capital Management increased its Futu Holdings (FUTU) stake by 42% in Q1 2026, buying an estimated $89.1K and bringing the position to 1,922 shares worth $263K. The position accounts for 0.01% of the portfolio, ranked #1213.

Evergreen Capital Management first reported a position in FUTU in Q2 2025 and has held it in 4 quarters since. The position peaked at $267K in Q3 2025. 368 funds tracked by Wall St. Rank hold FUTU as of Q1 2026.

  • Evergreen Capital Management held 1,922 shares of Futu Holdings worth $263K as of Q1 2026.
  • Evergreen Capital Management bought 573 Futu Holdings shares in Q1 2026, an estimated $89.1K.
  • Futu Holdings made up 0.01% of Evergreen Capital Management's portfolio in Q1 2026, its #1213 holding.
  • Evergreen Capital Management first reported a position in Futu Holdings in Q2 2025 and has held it in 4 quarters since.
  • Evergreen Capital Management's Futu Holdings position peaked at $267K in Q3 2025.
  • 368 funds tracked by Wall St. Rank held Futu Holdings as of Q1 2026.

Based on Evergreen Capital Management's 13F filing for Q1 2026, filed 14 May 2026.