Morgan Stanley
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Morgan Stanley’s Lufax Holding LU Stock Holding History

Morgan Stanley’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 		$596K Sell
451,248
-26,666
-6% -$45.3K ﹤0.01% 5459
2026
Q1 		$894K Sell
477,914
-173,685
-27% -$439K ﹤0.01% 5212
2025
Q4 		$1.67M Buy
651,599
+334,310
+105% +$988K ﹤0.01% 4926
2025
Q3 		$1.29M Sell
317,289
-206,623
-39% -$617K ﹤0.01% 5039
2025
Q2 		$1.46M Sell
523,912
-1,927,521
-79% -$5.44M ﹤0.01% 4903
2025
Q1 		$7.28M Buy
2,451,433
+1,885,442
+333% +$5.23M ﹤0.01% 3608
2024
Q4 		$1.35M Sell
565,991
-313,389
-36% -$865K ﹤0.01% 4931
2024
Q3 		$3.07M Sell
879,380
-467,123
-35% -$1.22M ﹤0.01% 4350
2024
Q2 		$3.19M Sell
1,346,503
-4,888,255
-78% -$18.6M ﹤0.01% 4232
2024
Q1 		$26.3M Buy
6,234,758
+2,861,646
+85% +$8.01M ﹤0.01% 2395
2023
Q4 		$10.4M Buy
3,373,112
+2,189,691
+185% +$8.16M ﹤0.01% 3879
2023
Q3 		$5.02M Buy
1,183,421
+642,094
+119% +$3.56M ﹤0.01% 3738
2023
Q2 		$3.1M Sell
541,327
-284,066
-34% -$1.88M ﹤0.01% 4123
2023
Q1 		$6.74M Buy
825,393
+6,490
+0.8% +$62.2K ﹤0.01% 3520
2022
Q4 		$6.35M Buy
818,903
+410,656
+101% +$3.13M ﹤0.01% 3528
2022
Q3 		$4.15M Sell
408,247
-145,703
-26% -$2.49M ﹤0.01% 3844
2022
Q2 		$13.3M Buy
553,950
+155,967
+39% +$3.62M ﹤0.01% 2748
2022
Q1 		$8.87M Buy
397,983
+53,169
+15% +$1.17M ﹤0.01% 3045
2021
Q4 		$7.76M Sell
344,814
-219,574
-39% -$5.75M ﹤0.01% 3228
2021
Q3 		$15.8M Buy
564,388
+257,000
+84% +$8.53M ﹤0.01% 2349
2021
Q2 		$13.9M Buy
307,388
+289,221
+1,592% +$14.6M ﹤0.01% 2594
2021
Q1 		$1.06M Buy
18,167
+1,816
+11% +$112K ﹤0.01% 4702
2020
Q4 		$928K Buy
+16,351
New +$979K ﹤0.01% 4715

Other funds holding LU

AIM
Alpine Investment Management Hong Kong $411M AUM 21.33% 1-Year Est. Return
YC
Yunqi Capital Hong Kong $125M AUM 13.99% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley's LU Position: Q2 2026 in Review

Morgan Stanley reduced its Lufax Holding (LU) stake by 5.6% in Q2 2026, selling an estimated $45.3K and leaving 451,248 shares worth $596K. The position accounts for ﹤0.01% of the portfolio, ranked #5459.

Morgan Stanley first reported a position in LU in Q4 2020 and has held it in 23 quarters since. The position peaked at $26.3M in Q1 2024. 67 funds tracked by Wall St. Rank hold LU as of Q2 2026.

  • Morgan Stanley held 451,248 shares of Lufax Holding worth $596K as of Q2 2026.
  • Morgan Stanley sold 26,666 Lufax Holding shares in Q2 2026, an estimated $45.3K.
  • Lufax Holding made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #5459 holding.
  • Morgan Stanley first reported a position in Lufax Holding in Q4 2020 and has held it in 23 quarters since.
  • Morgan Stanley's Lufax Holding position peaked at $26.3M in Q1 2024.
  • 67 funds tracked by Wall St. Rank held Lufax Holding as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.