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Montag & Associates’s Futu Holdings FUTU Stock Holding History

Montag & Associates’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
2025
Q4 		– Sell
-3
Closed -$522 – 1038
2025
Q3 		$522 Buy
+3
New +$498 ﹤0.01% 1080
2021
Q3 		– Sell
-145
Closed -$26K – 876
2021
Q2 		$26K Buy
145
+78
+116% +$11.3K ﹤0.01% 637
2021
Q1 		$11K Sell
67
-128
-66% -$15.8K ﹤0.01% 718
2020
Q4 		$9K Buy
+195
New +$7.34K ﹤0.01% 711

Other funds holding FUTU

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
AMH
Aspex Management (HK) Central, Hong Kong $8.89B AUM 39.91% 1-Year Est. Return
HA
HHLR Advisors Grand Cayman, Cayman Islands $832M AUM 32.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
GAMH
Greenwoods Asset Management (HK) Hong Kong $2.19B AUM 50.16% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Montag & Associates's FUTU Position: Q4 2025 in Review

Montag & Associates sold out of Futu Holdings (FUTU) in Q4 2025, closing a stake of 3 shares — an estimated $522 sold.

Montag & Associates first reported a position in FUTU in Q4 2020 and held it in 4 quarters. The position peaked at $26K in Q2 2021. 405 funds tracked by Wall St. Rank hold FUTU as of Q4 2025.

  • Montag & Associates reported no remaining Futu Holdings position as of Q4 2025 after selling out during the quarter.
  • Montag & Associates sold 3 Futu Holdings shares in Q4 2025, an estimated $522.
  • Montag & Associates first reported a position in Futu Holdings in Q4 2020 and held it in 4 quarters.
  • Montag & Associates's Futu Holdings position peaked at $26K in Q2 2021.
  • 405 funds tracked by Wall St. Rank held Futu Holdings as of Q4 2025.

Based on Montag & Associates's 13F filing for Q4 2025, filed 2 Feb 2026.