Hel Ved Capital Management’s Lufax Holding LU Stock Holding History

Hel Ved 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
2025 Q4	–	Sell	-185,339	Closed	-$752K	–	69
2025 Q3	$752K	Sell	185,339 -929,661	-83%	-$2.78M	0.16%	66
2025 Q2	$3.11M	Hold	1,115,000	–	–	0.82%	37
2025 Q1	$3.31M	Buy	+1,115,000	New	+$3.09M	1.2%	20

Other funds holding LU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Yunqi Capital Hong Kong $125M AUM 13.99% 1-Year Est. Return

AIM

Alpine Investment Management Hong Kong $411M AUM 21.33% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Hel Ved Capital Management's LU Position: Q4 2025 in Review

Hel Ved Capital Management sold out of Lufax Holding (LU) in Q4 2025, closing a stake of 185,339 shares — an estimated $752K sold.

Hel Ved Capital Management first reported a position in LU in Q1 2025 and held it in 3 quarters. The position peaked at $3.31M in Q1 2025. 83 funds tracked by Wall St. Rank hold LU as of Q4 2025.

Hel Ved Capital Management reported no remaining Lufax Holding position as of Q4 2025 after selling out during the quarter.
Hel Ved Capital Management sold 185,339 Lufax Holding shares in Q4 2025, an estimated $752K.
Hel Ved Capital Management first reported a position in Lufax Holding in Q1 2025 and held it in 3 quarters.
Hel Ved Capital Management's Lufax Holding position peaked at $3.31M in Q1 2025.
83 funds tracked by Wall St. Rank held Lufax Holding as of Q4 2025.

Based on Hel Ved Capital Management's 13F filing for Q4 2025, filed 13 Feb 2026.