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

Fidelity Investments’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
-3,947,314
Closed -$7.38M – 5662
2026
Q1 		$7.38M Sell
3,947,314
-147
-0% -$371 ﹤0.01% 2155
2025
Q4 		$10.1M Buy
3,947,461
+1,730,718
+78% +$5.12M ﹤0.01% 2026
2025
Q3 		$9M Buy
2,216,743
+2,216,582
+1,376,759% +$6.62M ﹤0.01% 2042
2025
Q2 		$449 Hold
161
– – ﹤0.01% 5041
2025
Q1 		$478 Hold
161
– – ﹤0.01% 5023
2024
Q4 		$385 Sell
161
-87
-35% -$240 ﹤0.01% 5012
2024
Q3 		$866 Sell
248
-4,778
-95% -$12.5K ﹤0.01% 4924
2024
Q2 		$11.9K Sell
5,026
-20,475
-80% -$78.1K ﹤0.01% 4267
2024
Q1 		$108K Buy
25,501
+19,954
+360% +$55.9K ﹤0.01% 3253
2023
Q4 		$17K Buy
5,547
+4,874
+724% +$18.2K ﹤0.01% 4026
2023
Q3 		$2.85K Sell
673
-5,589
-89% -$31K ﹤0.01% 4454
2023
Q2 		$35.8K Sell
6,262
-685
-10% -$4.53K ﹤0.01% 3601
2023
Q1 		$56.7K Sell
6,947
-1,110
-14% -$10.6K ﹤0.01% 3401
2022
Q4 		$62.5K Buy
8,057
+4,768
+145% +$36.3K ﹤0.01% 3365
2022
Q3 		$33K Buy
3,289
+748
+29% +$12.8K ﹤0.01% 3638
2022
Q2 		$61K Buy
2,541
+2,376
+1,440% +$55.2K ﹤0.01% 3496
2022
Q1 		$4K Buy
+165
New +$3.63K ﹤0.01% 4500
2021
Q3 		– Sell
-20
Closed -$1K – 4749
2021
Q2 		$1K Hold
20
– – ﹤0.01% 4065
2021
Q1 		$1K Hold
20
– – ﹤0.01% 3858
2020
Q4 		$1K Buy
+20
New +$1.2K ﹤0.01% 3709

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

Fidelity Investments's LU Position: Q2 2026 in Review

Fidelity Investments sold out of Lufax Holding (LU) in Q2 2026, closing a stake of 3,947,314 shares — an estimated $7.38M sold.

Fidelity Investments first reported a position in LU in Q4 2020 and held it in 20 quarters. The position peaked at $10.1M in Q4 2025. 75 funds tracked by Wall St. Rank hold LU as of Q2 2026.

  • Fidelity Investments reported no remaining Lufax Holding position as of Q2 2026 after selling out during the quarter.
  • Fidelity Investments sold 3,947,314 Lufax Holding shares in Q2 2026, an estimated $7.38M.
  • Fidelity Investments first reported a position in Lufax Holding in Q4 2020 and held it in 20 quarters.
  • Fidelity Investments's Lufax Holding position peaked at $10.1M in Q4 2025.
  • 75 funds tracked by Wall St. Rank held Lufax Holding as of Q2 2026.

Based on Fidelity Investments's 13F filing for Q2 2026, filed 13 Aug 2026.