Fidelity International
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Fidelity International’s Lufax Holding LU Stock Holding History

Fidelity International’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
2025
Q2 		– Sell
-291,670
Closed -$8.66M – 1005
2025
Q1 		$8.66M Sell
291,670
-149,208
-34% -$4.14M 0.01% 543
2024
Q4 		$10.5M Hold
440,878
– – 0.01% 534
2024
Q3 		$15.4M Hold
440,878
– – 0.01% 499
2024
Q2 		$10.4M Buy
440,878
+47,073
+12% +$1.8M 0.01% 520
2024
Q1 		$16.6M Buy
393,805
+240,588
+157% +$6.74M 0.02% 467
2023
Q4 		$4.7M Hold
153,217
– – ﹤0.01% 580
2023
Q3 		$6.5M Buy
153,217
+3,744
+3% +$207K 0.01% 532
2023
Q2 		$8.55M Sell
149,473
-3,647
-2% -$241K 0.01% 511
2023
Q1 		$12.5M Sell
153,120
-7,336
-5% -$703K 0.01% 460
2022
Q4 		$12.5M Sell
160,456
-163,179
-50% -$12.4M 0.01% 464
2022
Q3 		$32.9M Buy
323,635
+64,785
+25% +$11.1M 0.04% 344
2022
Q2 		$62.1M Sell
258,850
-31,648
-11% -$7.35M 0.07% 254
2022
Q1 		$64.7M Buy
290,498
+289,911
+49,389% +$63.9M 0.07% 266
2021
Q4 		$132K Buy
587
+105
+22% +$27.5K ﹤0.01% 782
2021
Q3 		$134K Buy
482
+242
+101% +$80.3K ﹤0.01% 791
2021
Q2 		$109K Sell
240
-44,758
-99% -$22.6M ﹤0.01% 826
2021
Q1 		$26.1M Sell
44,998
-14,954
-25% -$9.19M 0.03% 398
2020
Q4 		$34.1M Buy
+59,952
New +$35.9M 0.04% 348

Other funds holding LU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
YC
Yunqi Capital Hong Kong $125M AUM 13.99% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Tiger Pacific Capital
Tiger Pacific Capital New York $218M AUM 12.12% 1-Year Est. Return
First Beijing Investment Ltd
First Beijing Investment Ltd Hong Kong $2.44B AUM 18.47% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Fidelity International's LU Position: Q2 2025 in Review

Fidelity International sold out of Lufax Holding (LU) in Q2 2025, closing a stake of 291,670 shares — an estimated $8.66M sold.

Fidelity International first reported a position in LU in Q4 2020 and held it in 18 quarters. The position peaked at $64.7M in Q1 2022. 97 funds tracked by Wall St. Rank hold LU as of Q2 2025.

  • Fidelity International reported no remaining Lufax Holding position as of Q2 2025 after selling out during the quarter.
  • Fidelity International sold 291,670 Lufax Holding shares in Q2 2025, an estimated $8.66M.
  • Fidelity International first reported a position in Lufax Holding in Q4 2020 and held it in 18 quarters.
  • Fidelity International's Lufax Holding position peaked at $64.7M in Q1 2022.
  • 97 funds tracked by Wall St. Rank held Lufax Holding as of Q2 2025.

Based on Fidelity International's 13F filing for Q2 2025, filed 14 Aug 2025.