Integrated Wealth Concepts
FUTU icon

Integrated Wealth Concepts’s Futu Holdings FUTU Stock Holding History

Integrated Wealth Concepts’s Portfolio FUTU Stock Details FUTU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-1,593
Closed -$218K – 2461
2026
Q1 		$218K Buy
+1,593
New +$248K ﹤0.01% 2061
2025
Q4 		– Sell
-1,690
Closed -$294K – 1786
2025
Q3 		$294K Sell
1,690
-84
-5% -$14K ﹤0.01% 1646
2025
Q2 		$219K Buy
+1,774
New +$181K ﹤0.01% 1716

Other funds holding FUTU

Aspex Management (HK)
Aspex Management (HK) Central, Hong Kong $8.89B AUM 39.91% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HHLR Advisors
HHLR Advisors Grand Cayman, Cayman Islands $832M AUM 32.38% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Greenwich Wealth Management
Greenwich Wealth Management Greenwich, Connecticut $2.75B AUM 36.11% 1-Year Est. Return
First Beijing Investment Ltd
First Beijing Investment Ltd Hong Kong $2.44B AUM 18.47% 1-Year Est. Return

Integrated Wealth Concepts's FUTU Position: Q2 2026 in Review

Integrated Wealth Concepts sold out of Futu Holdings (FUTU) in Q2 2026, closing a stake of 1,593 shares — an estimated $218K sold.

Integrated Wealth Concepts first reported a position in FUTU in Q2 2025 and held it in 3 quarters. The position peaked at $294K in Q3 2025. 321 funds tracked by Wall St. Rank hold FUTU as of Q2 2026.

  • Integrated Wealth Concepts reported no remaining Futu Holdings position as of Q2 2026 after selling out during the quarter.
  • Integrated Wealth Concepts sold 1,593 Futu Holdings shares in Q2 2026, an estimated $218K.
  • Integrated Wealth Concepts first reported a position in Futu Holdings in Q2 2025 and held it in 3 quarters.
  • Integrated Wealth Concepts's Futu Holdings position peaked at $294K in Q3 2025.
  • 321 funds tracked by Wall St. Rank held Futu Holdings as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.