Osaic Holdings
LU icon

Osaic Holdings’s Lufax Holding LU Stock Holding History

Osaic Holdings’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
-472
Closed -$881 – 8104
2026
Q1 		$881 Hold
472
– – ﹤0.01% 7299
2025
Q4 		$1.21K Hold
472
– – ﹤0.01% 7217
2025
Q3 		$1.5K Hold
472
– – ﹤0.01% 7227
2025
Q2 		$1.32K Buy
472
+97
+26% +$274 ﹤0.01% 7075
2025
Q1 		$1.11K Sell
375
-97
-21% -$269 ﹤0.01% 6786
2024
Q4 		$1.13K Buy
472
+250
+113% +$690 ﹤0.01% 6805
2024
Q3 		$775 Hold
222
– – ﹤0.01% 6912
2024
Q2 		$526 Buy
+222
New +$847 ﹤0.01% 6969
2022
Q3 		– Sell
-203
Closed -$5K – 7410
2022
Q2 		$5K Hold
203
– – ﹤0.01% 6473
2022
Q1 		$5K Buy
203
+142
+233% +$3.13K ﹤0.01% 6482
2021
Q4 		$1K Buy
61
+4
+7% +$105 ﹤0.01% 7208
2021
Q3 		$2K Buy
57
+5
+10% +$166 ﹤0.01% 6867
2021
Q2 		$2K Buy
+52
New +$2.62K ﹤0.01% 6720

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

Osaic Holdings's LU Position: Q2 2026 in Review

Osaic Holdings sold out of Lufax Holding (LU) in Q2 2026, closing a stake of 472 shares — an estimated $881 sold.

Osaic Holdings first reported a position in LU in Q2 2021 and held it in 13 quarters. The position peaked at $5K in Q2 2022. 75 funds tracked by Wall St. Rank hold LU as of Q2 2026.

  • Osaic Holdings reported no remaining Lufax Holding position as of Q2 2026 after selling out during the quarter.
  • Osaic Holdings sold 472 Lufax Holding shares in Q2 2026, an estimated $881.
  • Osaic Holdings first reported a position in Lufax Holding in Q2 2021 and held it in 13 quarters.
  • Osaic Holdings's Lufax Holding position peaked at $5K in Q2 2022.
  • 75 funds tracked by Wall St. Rank held Lufax Holding as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.