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 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

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

Principia Wealth Advisory's FUTU Position: Q2 2026 in Review

Principia Wealth Advisory reduced its Futu Holdings (FUTU) stake by 57% in Q2 2026, selling an estimated $512 and leaving 3 shares worth $281. The position accounts for ﹤0.01% of the portfolio, ranked #970.

Principia Wealth Advisory first reported a position in FUTU in Q2 2025 and has held it in 5 quarters since. The position peaked at $957 in Q1 2026. 320 funds tracked by Wall St. Rank hold FUTU as of Q2 2026.

Principia Wealth Advisory held 3 shares of Futu Holdings worth $281 as of Q2 2026.
Principia Wealth Advisory sold 4 Futu Holdings shares in Q2 2026, an estimated $512.
Futu Holdings made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #970 holding.
Principia Wealth Advisory first reported a position in Futu Holdings in Q2 2025 and has held it in 5 quarters since.
Principia Wealth Advisory's Futu Holdings position peaked at $957 in Q1 2026.
320 funds tracked by Wall St. Rank held Futu Holdings as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.