Wellington Management Group
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Wellington Management Group’s Lufax Holding LU Stock Holding History

Wellington Management Group’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
-174,664
Closed -$447K – 1955
2025
Q4 		$447K Sell
174,664
-282,000
-62% -$833K ﹤0.01% 1830
2025
Q3 		$1.85M Sell
456,664
-444,708
-49% -$1.33M ﹤0.01% 1653
2025
Q2 		$2.51M Sell
901,372
-226,585
-20% -$639K ﹤0.01% 1524
2025
Q1 		$3.35M Buy
1,127,957
+968,809
+609% +$2.69M ﹤0.01% 1456
2024
Q4 		$380K Buy
+159,148
New +$439K ﹤0.01% 1858
2023
Q4 		– Sell
-1,120,495
Closed -$4.75M – 1887
2023
Q3 		$4.75M Buy
1,120,495
+57,548
+5% +$319K ﹤0.01% 1286
2023
Q2 		$6.08M Buy
1,062,947
+893,846
+529% +$5.91M ﹤0.01% 1216
2023
Q1 		$1.38M Buy
169,101
+116,716
+223% +$1.12M ﹤0.01% 1578
2022
Q4 		$407K Buy
52,385
+41,012
+361% +$312K ﹤0.01% 1838
2022
Q3 		$116K Sell
11,373
-150,291
-93% -$2.57M ﹤0.01% 1993
2022
Q2 		$3.88M Buy
161,664
+33,849
+26% +$786K ﹤0.01% 1394
2022
Q1 		$2.85M Buy
127,815
+3,013
+2% +$66.4K ﹤0.01% 1522
2021
Q4 		$2.81M Buy
+124,802
New +$3.27M ﹤0.01% 1597
2021
Q2 		– Sell
-6,193
Closed -$360K – 2195
2021
Q1 		$360K Buy
+6,193
New +$380K ﹤0.01% 1936

Other funds holding LU

AIM
Alpine Investment Management Hong Kong $411M AUM 21.33% 1-Year Est. Return
YC
Yunqi Capital Hong Kong $125M AUM 13.99% 1-Year Est. Return
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

Wellington Management Group's LU Position: Q1 2026 in Review

Wellington Management Group sold out of Lufax Holding (LU) in Q1 2026, closing a stake of 174,664 shares — an estimated $447K sold.

Wellington Management Group first reported a position in LU in Q1 2021 and held it in 14 quarters. The position peaked at $6.08M in Q2 2023. 75 funds tracked by Wall St. Rank hold LU as of Q1 2026.

  • Wellington Management Group reported no remaining Lufax Holding position as of Q1 2026 after selling out during the quarter.
  • Wellington Management Group sold 174,664 Lufax Holding shares in Q1 2026, an estimated $447K.
  • Wellington Management Group first reported a position in Lufax Holding in Q1 2021 and held it in 14 quarters.
  • Wellington Management Group's Lufax Holding position peaked at $6.08M in Q2 2023.
  • 75 funds tracked by Wall St. Rank held Lufax Holding as of Q1 2026.

Based on Wellington Management Group's 13F filing for Q1 2026, filed 15 May 2026.