Principia Wealth Advisory
FUTU icon

Principia Wealth Advisory’s Futu Holdings FUTU Stock Holding History

Principia Wealth Advisory’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 		$995 Buy
9
+6
+200% +$651 ﹤0.01% 762
2026
Q2 		$281 Sell
3
-4
-57% -$512 ﹤0.01% 970
2026
Q1 		$957 Buy
7
+2
+40% +$311 ﹤0.01% 717
2025
Q4 		$821 Hold
5
– – ﹤0.01% 727
2025
Q3 		$870 Buy
5
+3
+150% +$498 ﹤0.01% 686
2025
Q2 		$247 Buy
+2
New +$204 ﹤0.01% 870

Other funds holding FUTU

Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Greenwich Wealth Management
Greenwich Wealth Management Greenwich, Connecticut $3.09B AUM 22.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Principia Wealth Advisory's FUTU Position: Q3 2026 in Review

Principia Wealth Advisory increased its Futu Holdings (FUTU) stake by 200% in Q3 2026, buying an estimated $651 and bringing the position to 9 shares worth $995. The position accounts for ﹤0.01% of the portfolio, ranked #762.

Principia Wealth Advisory first reported a position in FUTU in Q2 2025 and has held it in 6 quarters since. 213 funds tracked by Wall St. Rank hold FUTU as of Q3 2026.

  • Principia Wealth Advisory held 9 shares of Futu Holdings worth $995 as of Q3 2026.
  • Principia Wealth Advisory bought 6 Futu Holdings shares in Q3 2026, an estimated $651.
  • Futu Holdings made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q3 2026, its #762 holding.
  • Principia Wealth Advisory first reported a position in Futu Holdings in Q2 2025 and has held it in 6 quarters since.
  • 213 funds tracked by Wall St. Rank held Futu Holdings as of Q3 2026.

Based on Principia Wealth Advisory's 13F filing for Q3 2026, filed 12 Nov 2026.