O'Shaughnessy Asset Management’s Futu Holdings FUTU Stock Holding History

O'Shaughnessy Asset Management’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 Q2	$253K	Buy	2,696 +73	+3%	+$9.35K	﹤0.01%	1923
2026 Q1	$359K	Buy	2,623 +127	+5%	+$19.7K	﹤0.01%	1696
2025 Q4	$410K	Sell	2,496 -106	-4%	-$18.2K	﹤0.01%	1601
2025 Q3	$453K	Sell	2,602 -2,761	-51%	-$459K	﹤0.01%	1542
2025 Q2	$663K	Buy	5,363 +192	+4%	+$19.6K	﹤0.01%	1235
2025 Q1	$529K	Buy	5,171 +2,460	+91%	+$252K	﹤0.01%	1293
2024 Q4	$217K	Buy	2,711 +10	+0.4%	+$936	﹤0.01%	1701
2024 Q3	$287K	Sell	2,701 -7,336	-73%	-$467K	﹤0.01%	1505
2024 Q2	$658K	Sell	10,037 -1,086	-10%	-$73.4K	0.01%	1005
2024 Q1	$602K	Buy	11,123 +343	+3%	+$17.7K	0.01%	1019
2023 Q4	$589K	Buy	+10,780	New	+$612K	0.01%	935
2021 Q4	–	Sell	-36	Closed	-$3K	–	1691
2021 Q3	$3K	Sell	36 -13	-27%	-$1.44K	﹤0.01%	2418
2021 Q2	$9K	Buy	+49	New	+$7.13K	﹤0.01%	2013

Other funds holding FUTU

AMH

Aspex Management (HK) Central, Hong Kong $8.89B AUM 39.91% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HHLR Advisors Grand Cayman, Cayman Islands $832M AUM 32.38% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

GWM

Greenwich Wealth Management Greenwich, Connecticut $2.74B AUM 36.19% 1-Year Est. Return

FBIL

First Beijing Investment Ltd Hong Kong $2.44B AUM 18.47% 1-Year Est. Return

O'Shaughnessy Asset Management's FUTU Position: Q2 2026 in Review

O'Shaughnessy Asset Management increased its Futu Holdings (FUTU) stake by 2.8% in Q2 2026, buying an estimated $9.35K and bringing the position to 2,696 shares worth $253K. The position accounts for ﹤0.01% of the portfolio, ranked #1923.

O'Shaughnessy Asset Management first reported a position in FUTU in Q2 2021 and has held it in 13 quarters since. The position peaked at $663K in Q2 2025. 320 funds tracked by Wall St. Rank hold FUTU as of Q2 2026.

O'Shaughnessy Asset Management held 2,696 shares of Futu Holdings worth $253K as of Q2 2026.
O'Shaughnessy Asset Management bought 73 Futu Holdings shares in Q2 2026, an estimated $9.35K.
Futu Holdings made up ﹤0.01% of O'Shaughnessy Asset Management's portfolio in Q2 2026, its #1923 holding.
O'Shaughnessy Asset Management first reported a position in Futu Holdings in Q2 2021 and has held it in 13 quarters since.
O'Shaughnessy Asset Management's Futu Holdings position peaked at $663K in Q2 2025.
320 funds tracked by Wall St. Rank held Futu Holdings as of Q2 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.