Geode Capital Management
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Geode Capital Management’s Lufax Holding LU Stock Holding History

Geode Capital Management’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 		$45.3K Sell
34,316
-153,537
-82% -$261K ﹤0.01% 4265
2026
Q1 		$351K Buy
187,853
+3,731
+2% +$9.43K ﹤0.01% 3703
2025
Q4 		$471K Buy
184,122
+31,272
+20% +$92.4K ﹤0.01% 3605
2025
Q3 		$621K Buy
152,850
+9,612
+7% +$28.7K ﹤0.01% 3536
2025
Q2 		$400K Buy
143,238
+5,417
+4% +$15.3K ﹤0.01% 3628
2025
Q1 		$409K Buy
137,821
+12,454
+10% +$34.5K ﹤0.01% 3619
2024
Q4 		$300K Buy
125,367
+1,751
+1% +$4.83K ﹤0.01% 3764
2024
Q3 		$431K Buy
123,616
+32,536
+36% +$85.1K ﹤0.01% 3646
2024
Q2 		$216K Sell
91,080
-1,085
-1% -$4.14K ﹤0.01% 3879
2024
Q1 		$389K Sell
92,165
-924,029
-91% -$2.59M ﹤0.01% 3700
2023
Q4 		$3.1M Buy
1,016,194
+196,538
+24% +$732K ﹤0.01% 2935
2023
Q3 		$3.45M Buy
819,656
+15,445
+2% +$85.5K ﹤0.01% 2827
2023
Q2 		$4.57M Sell
804,211
-345,224
-30% -$2.28M ﹤0.01% 2729
2023
Q1 		$9.34M Buy
1,149,435
+376,504
+49% +$3.61M ﹤0.01% 2291
2022
Q4 		$5.97M Sell
772,931
-278,094
-26% -$2.12M ﹤0.01% 2573
2022
Q3 		$10.7M Sell
1,051,025
-109,337
-9% -$1.87M ﹤0.01% 2200
2022
Q2 		$27.7M Buy
1,160,362
+288,552
+33% +$6.7M ﹤0.01% 1523
2022
Q1 		$19.3M Buy
871,810
+657,137
+306% +$14.5M ﹤0.01% 1930
2021
Q4 		$4.83M Buy
214,673
+63,077
+42% +$1.65M ﹤0.01% 2922
2021
Q3 		$4.19M Buy
151,596
+17,137
+13% +$569K ﹤0.01% 3015
2021
Q2 		$6.02M Buy
134,459
+10,860
+9% +$547K ﹤0.01% 2789
2021
Q1 		$7.11M Buy
123,599
+7,036
+6% +$432K ﹤0.01% 2597
2020
Q4 		$6.56M Buy
+116,563
New +$6.98M ﹤0.01% 2441

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

Geode Capital Management's LU Position: Q2 2026 in Review

Geode Capital Management reduced its Lufax Holding (LU) stake by 82% in Q2 2026, selling an estimated $261K and leaving 34,316 shares worth $45.3K. The position accounts for ﹤0.01% of the portfolio, ranked #4265.

Geode Capital Management first reported a position in LU in Q4 2020 and has held it in 23 quarters since. The position peaked at $27.7M in Q2 2022. 75 funds tracked by Wall St. Rank hold LU as of Q2 2026.

  • Geode Capital Management held 34,316 shares of Lufax Holding worth $45.3K as of Q2 2026.
  • Geode Capital Management sold 153,537 Lufax Holding shares in Q2 2026, an estimated $261K.
  • Lufax Holding made up ﹤0.01% of Geode Capital Management's portfolio in Q2 2026, its #4265 holding.
  • Geode Capital Management first reported a position in Lufax Holding in Q4 2020 and has held it in 23 quarters since.
  • Geode Capital Management's Lufax Holding position peaked at $27.7M in Q2 2022.
  • 75 funds tracked by Wall St. Rank held Lufax Holding as of Q2 2026.

Based on Geode Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.