Savant Capital’s AIFU Inc AIFU Stock Holding History

Savant Capital’s Portfolio AIFU Stock Details AIFU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-62	Closed	-$5.25K	–	1285
2025 Q1	$5.25K	Hold	62	–	–	﹤0.01%	1072
2024 Q4	$27.5K	Hold	62	–	–	﹤0.01%	1420
2024 Q3	$35.5K	Hold	62	–	–	﹤0.01%	1376
2024 Q2	$49.7K	Hold	62	–	–	﹤0.01%	1240
2024 Q1	$119K	Hold	62	–	–	﹤0.01%	1066
2023 Q4	$166K	Hold	62	–	–	﹤0.01%	817
2023 Q3	$180K	Hold	62	–	–	﹤0.01%	767
2023 Q2	$208K	Hold	62	–	–	﹤0.01%	735
2023 Q1	$217K	Buy	+62	New	+$193K	﹤0.01%	666

Other funds holding AIFU

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

RhumbLine Advisers Boston, Massachusetts $117B AUM 29.66% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Fairway Wealth Independence, Ohio $379M AUM 13.86% 1-Year Est. Return

Savant Capital's AIFU Position: Q2 2025 in Review

Savant Capital sold out of AIFU Inc (AIFU) in Q2 2025, closing a stake of 62 shares — an estimated $5.25K sold.

Savant Capital first reported a position in AIFU in Q1 2023 and held it in 9 quarters. The position peaked at $217K in Q1 2023. 9 funds tracked by Wall St. Rank hold AIFU as of Q2 2025.

Savant Capital reported no remaining AIFU Inc position as of Q2 2025 after selling out during the quarter.
Savant Capital sold 62 AIFU Inc shares in Q2 2025, an estimated $5.25K.
Savant Capital first reported a position in AIFU Inc in Q1 2023 and held it in 9 quarters.
Savant Capital's AIFU Inc position peaked at $217K in Q1 2023.
9 funds tracked by Wall St. Rank held AIFU Inc as of Q2 2025.

Based on Savant Capital's 13F filing for Q2 2025, filed 6 Aug 2025.