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Vestmark Advisory Solutions’s Lufax Holding LU Stock Holding History

Vestmark Advisory Solutions’s Portfolio LU Stock Details LU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-30,294
Closed -$77.6K – 1381
2025
Q4 		$77.6K Buy
+30,294
New +$89.5K ﹤0.01% 1233

Other funds holding LU

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Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vestmark Advisory Solutions's LU Position: Q1 2026 in Review

Vestmark Advisory Solutions sold out of Lufax Holding (LU) in Q1 2026, closing a stake of 30,294 shares — an estimated $77.6K sold.

Vestmark Advisory Solutions first reported a position in LU in Q4 2025 and held it in 1 quarter. The position peaked at $77.6K in Q4 2025. 75 funds tracked by Wall St. Rank hold LU as of Q1 2026.

  • Vestmark Advisory Solutions reported no remaining Lufax Holding position as of Q1 2026 after selling out during the quarter.
  • Vestmark Advisory Solutions sold 30,294 Lufax Holding shares in Q1 2026, an estimated $77.6K.
  • Vestmark Advisory Solutions first reported a position in Lufax Holding in Q4 2025 and held it in 1 quarter.
  • Vestmark Advisory Solutions's Lufax Holding position peaked at $77.6K in Q4 2025.
  • 75 funds tracked by Wall St. Rank held Lufax Holding as of Q1 2026.

Based on Vestmark Advisory Solutions's 13F filing for Q1 2026, filed 15 May 2026.