Osaic Holdings

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 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	–	7411
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

Alpine Investment Management Hong Kong $206M AUM 17.09% 1-Year Est. Return

Yunqi Capital Hong Kong $92.4M AUM 16.3% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Baillie Gifford & Co

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Acadian Asset Management

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return