IMA Advisory Services’s Lufax Holding LU Stock Holding History

IMA Advisory Services’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	-36	Closed	-$67	–	1417
2026 Q1	$67	Hold	36	–	–	﹤0.01%	1023
2025 Q4	$92	Buy	+36	New	+$106	﹤0.01%	998

Other funds holding LU

AIM

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

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

BlackRock New York $6.73T AUM 46.02% 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

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

IMA Advisory Services's LU Position: Q2 2026 in Review

IMA Advisory Services sold out of Lufax Holding (LU) in Q2 2026, closing a stake of 36 shares — an estimated $67 sold.

IMA Advisory Services first reported a position in LU in Q4 2025 and held it in 2 quarters. The position peaked at $92 in Q4 2025. 75 funds tracked by Wall St. Rank hold LU as of Q2 2026.

IMA Advisory Services reported no remaining Lufax Holding position as of Q2 2026 after selling out during the quarter.
IMA Advisory Services sold 36 Lufax Holding shares in Q2 2026, an estimated $67.
IMA Advisory Services first reported a position in Lufax Holding in Q4 2025 and held it in 2 quarters.
IMA Advisory Services's Lufax Holding position peaked at $92 in Q4 2025.
75 funds tracked by Wall St. Rank held Lufax Holding as of Q2 2026.

Based on IMA Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.