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Mark Sheptoff Financial Planning’s Futu Holdings FUTU Stock Holding History

Mark Sheptoff Financial Planning’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
Q1 		– Sell
-125
Closed -$20.5K – 536
2025
Q4 		$20.5K Hold
125
– – 0.01% 273
2025
Q3 		$21.7K Hold
125
– – 0.01% 269
2025
Q2 		$15.4K Hold
125
– – 0.01% 293
2025
Q1 		$12.8K Hold
125
– – 0.01% 296
2024
Q4 		$10K Hold
125
– – 0.01% 318
2024
Q3 		$12K Hold
125
– – 0.01% 292
2024
Q2 		$8.2K Hold
125
– – ﹤0.01% 334
2024
Q1 		$6.77K Hold
125
– – ﹤0.01% 315
2023
Q4 		$6.83K Hold
125
– – ﹤0.01% 312
2023
Q3 		$7.23K Hold
125
– – ﹤0.01% 284
2023
Q2 		$4.97K Hold
125
– – ﹤0.01% 314
2023
Q1 		$6.48K Hold
125
– – ﹤0.01% 293
2022
Q4 		$5.08K Hold
125
– – ﹤0.01% 312
2022
Q3 		$5K Hold
125
– – ﹤0.01% 290
2022
Q2 		$7K Hold
125
– – ﹤0.01% 278
2022
Q1 		$4K Hold
125
– – ﹤0.01% 348
2021
Q4 		$5K Hold
125
– – ﹤0.01% 364
2021
Q3 		$11K Hold
125
– – 0.01% 297
2021
Q2 		$22K Sell
125
-200
-62% -$29.1K 0.01% 259
2021
Q1 		$52K Sell
325
-8,575
-96% -$1.06M 0.03% 163
2020
Q4 		$407K Buy
8,900
+2,900
+48% +$109K 0.23% 68
2020
Q3 		$172K Buy
+6,000
New +$188K 0.11% 99

Other funds holding FUTU

AMH
Aspex Management (HK) Central, Hong Kong $8.89B AUM 39.91% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
HA
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.74B AUM 36.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Mark Sheptoff Financial Planning's FUTU Position: Q1 2026 in Review

Mark Sheptoff Financial Planning sold out of Futu Holdings (FUTU) in Q1 2026, closing a stake of 125 shares — an estimated $20.5K sold.

Mark Sheptoff Financial Planning first reported a position in FUTU in Q3 2020 and held it in 22 quarters. The position peaked at $407K in Q4 2020. 371 funds tracked by Wall St. Rank hold FUTU as of Q1 2026.

  • Mark Sheptoff Financial Planning reported no remaining Futu Holdings position as of Q1 2026 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 125 Futu Holdings shares in Q1 2026, an estimated $20.5K.
  • Mark Sheptoff Financial Planning first reported a position in Futu Holdings in Q3 2020 and held it in 22 quarters.
  • Mark Sheptoff Financial Planning's Futu Holdings position peaked at $407K in Q4 2020.
  • 371 funds tracked by Wall St. Rank held Futu Holdings as of Q1 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.