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Root Financial Partners’s Futu Holdings FUTU Stock Holding History

Root Financial Partners’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 		– Sell
-2
Closed -$274 – 1464
2026
Q1 		$274 Buy
2
+1
+100% +$155 ﹤0.01% 3072
2025
Q4 		$164 Buy
+1
New +$172 ﹤0.01% 2300

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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HA
HHLR Advisors Grand Cayman, Cayman Islands $832M AUM 32.38% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS AM
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

Root Financial Partners's FUTU Position: Q2 2026 in Review

Root Financial Partners sold out of Futu Holdings (FUTU) in Q2 2026, closing a stake of 2 shares — an estimated $274 sold.

Root Financial Partners first reported a position in FUTU in Q4 2025 and held it in 2 quarters. The position peaked at $274 in Q1 2026. 320 funds tracked by Wall St. Rank hold FUTU as of Q2 2026.

  • Root Financial Partners reported no remaining Futu Holdings position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 2 Futu Holdings shares in Q2 2026, an estimated $274.
  • Root Financial Partners first reported a position in Futu Holdings in Q4 2025 and held it in 2 quarters.
  • Root Financial Partners's Futu Holdings position peaked at $274 in Q1 2026.
  • 320 funds tracked by Wall St. Rank held Futu Holdings as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.