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 Q3	$223K	Sell	2,274 -422	-16%	-$45.8K	﹤0.01%	2052
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%	1507
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

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Greenwich Wealth Management Greenwich, Connecticut $3.09B AUM 22.23% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

OLP Capital Management Causeway Bay, Hong Kong $419M AUM 14.68% 1-Year Est. Return

Greenwoods Asset Management (HK) Hong Kong $2.95B AUM 25.94% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

BVC

Bright Valley Capital Hong Kong $316M AUM 187.87% 1-Year Est. Return

O'Shaughnessy Asset Management's FUTU Position: Q3 2026 in Review

O'Shaughnessy Asset Management reduced its Futu Holdings (FUTU) stake by 16% in Q3 2026, selling an estimated $45.8K and leaving 2,274 shares worth $223K. The position accounts for ﹤0.01% of the portfolio, ranked #2052.

O'Shaughnessy Asset Management first reported a position in FUTU in Q2 2021 and has held it in 14 quarters since. The position peaked at $663K in Q2 2025. 269 funds tracked by Wall St. Rank hold FUTU as of Q3 2026.

O'Shaughnessy Asset Management held 2,274 shares of Futu Holdings worth $223K as of Q3 2026.
O'Shaughnessy Asset Management sold 422 Futu Holdings shares in Q3 2026, an estimated $45.8K.
Futu Holdings made up ﹤0.01% of O'Shaughnessy Asset Management's portfolio in Q3 2026, its #2052 holding.
O'Shaughnessy Asset Management first reported a position in Futu Holdings in Q2 2021 and has held it in 14 quarters since.
O'Shaughnessy Asset Management's Futu Holdings position peaked at $663K in Q2 2025.
269 funds tracked by Wall St. Rank held Futu Holdings as of Q3 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q3 2026, filed 12 Nov 2026.