EWA
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EverSource Wealth Advisors’s Futu Holdings FUTU Stock Holding History

EverSource Wealth Advisors’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 		$40K Sell
427
-776
-65% -$99.4K ﹤0.01% 1923
2026
Q1 		$165K Buy
1,203
+443
+58% +$68.9K 0.01% 1162
2025
Q4 		$125K Sell
760
-5
-0.7% -$858 ﹤0.01% 1201
2025
Q3 		$133K Buy
765
+45
+6% +$7.47K 0.01% 1116
2025
Q2 		$89K Buy
720
+366
+103% +$37.4K ﹤0.01% 1272
2025
Q1 		$36.2K Sell
354
-1,136
-76% -$116K ﹤0.01% 1399
2024
Q4 		$119K Buy
1,490
+1,262
+554% +$118K 0.01% 851
2024
Q3 		$21.8K Sell
228
-9
-4% -$573 ﹤0.01% 1443
2024
Q2 		$15K Buy
237
+11
+5% +$744 ﹤0.01% 1652
2024
Q1 		$14.5K Buy
226
+98
+77% +$5.05K ﹤0.01% 1515
2023
Q4 		$6.99K Buy
128
+8
+7% +$454 ﹤0.01% 1720
2023
Q3 		$6.94K Buy
120
+24
+25% +$1.28K ﹤0.01% 1561
2023
Q2 		$3.81K Hold
96
– – ﹤0.01% 1833
2023
Q1 		$4.98K Sell
96
-37
-28% -$1.8K ﹤0.01% 1647
2022
Q4 		$5.41K Buy
133
+37
+39% +$1.81K ﹤0.01% 1568
2022
Q3 		$4K Buy
+96
New +$4.19K ﹤0.01% 1436

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 $2.75B AUM 36.11% 1-Year Est. Return
FBIL
First Beijing Investment Ltd Hong Kong $2.44B AUM 18.47% 1-Year Est. Return

EverSource Wealth Advisors's FUTU Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Futu Holdings (FUTU) stake by 65% in Q2 2026, selling an estimated $99.4K and leaving 427 shares worth $40K. The position accounts for ﹤0.01% of the portfolio, ranked #1923.

EverSource Wealth Advisors first reported a position in FUTU in Q3 2022 and has held it in 16 quarters since. The position peaked at $165K in Q1 2026. 320 funds tracked by Wall St. Rank hold FUTU as of Q2 2026.

  • EverSource Wealth Advisors held 427 shares of Futu Holdings worth $40K as of Q2 2026.
  • EverSource Wealth Advisors sold 776 Futu Holdings shares in Q2 2026, an estimated $99.4K.
  • Futu Holdings made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1923 holding.
  • EverSource Wealth Advisors first reported a position in Futu Holdings in Q3 2022 and has held it in 16 quarters since.
  • EverSource Wealth Advisors's Futu Holdings position peaked at $165K in Q1 2026.
  • 320 funds tracked by Wall St. Rank held Futu Holdings as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.