EWA
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EverSource Wealth Advisors’s JD.com JD Stock Holding History

EverSource Wealth Advisors’s Portfolio JD Stock Details JD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$18.2K Sell
714
-999
-58% -$29.4K ﹤0.01% 2505
2026
Q1 		$50.7K Buy
1,713
+589
+52% +$16.6K ﹤0.01% 1869
2025
Q4 		$32.3K Sell
1,124
-61
-5% -$1.91K ﹤0.01% 2048
2025
Q3 		$41.5K Buy
1,185
+120
+11% +$3.91K ﹤0.01% 1838
2025
Q2 		$34.8K Buy
1,065
+227
+27% +$7.75K ﹤0.01% 1869
2025
Q1 		$34.4K Buy
838
+12
+1% +$482 ﹤0.01% 1418
2024
Q4 		$28.6K Buy
826
+60
+8% +$2.32K ﹤0.01% 1445
2024
Q3 		$30.6K Buy
766
+50
+7% +$1.37K ﹤0.01% 1274
2024
Q2 		$18.9K Buy
716
+47
+7% +$1.38K ﹤0.01% 1535
2024
Q1 		$19.3K Buy
669
+119
+22% +$2.91K ﹤0.01% 1379
2023
Q4 		$15.9K Buy
550
+2
+0.4% +$54 ﹤0.01% 1345
2023
Q3 		$16K Buy
548
+77
+16% +$2.68K ﹤0.01% 1213
2023
Q2 		$16.1K Sell
471
-190
-29% -$6.91K ﹤0.01% 1234
2023
Q1 		$29K Sell
661
-46
-7% -$2.38K ﹤0.01% 961
2022
Q4 		$39.7K Sell
707
-575
-45% -$28.9K 0.01% 844
2022
Q3 		$65K Sell
1,282
-135
-10% -$8K 0.01% 564
2022
Q2 		$91K Buy
+1,417
New +$81.8K 0.02% 398
2022
Q1 		– Sell
-315
Closed -$22K – 1780
2021
Q4 		$22K Buy
+315
New +$24.9K 0.01% 640

Other funds holding JD

Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
NMO
Newlands Management Operations Dallas, Texas $16.6B AUM 3.91% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
NOSC
North of South Capital London, United Kingdom $1.36B AUM 26.43% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
DG
Discerene Group Stamford, Connecticut $889M AUM 1.91% 1-Year Est. Return
SAG
Susquehanna Advisors Group Bala Cynwyd, Pennsylvania $5.75B AUM 39.93% 1-Year Est. Return

EverSource Wealth Advisors's JD Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its JD.com (JD) stake by 58% in Q2 2026, selling an estimated $29.4K and leaving 714 shares worth $18.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2505.

EverSource Wealth Advisors first reported a position in JD in Q4 2021 and has held it in 18 quarters since. The position peaked at $91K in Q2 2022. 426 funds tracked by Wall St. Rank hold JD as of Q2 2026.

  • EverSource Wealth Advisors held 714 shares of JD.com worth $18.2K as of Q2 2026.
  • EverSource Wealth Advisors sold 999 JD.com shares in Q2 2026, an estimated $29.4K.
  • JD.com made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2505 holding.
  • EverSource Wealth Advisors first reported a position in JD.com in Q4 2021 and has held it in 18 quarters since.
  • EverSource Wealth Advisors's JD.com position peaked at $91K in Q2 2022.
  • 426 funds tracked by Wall St. Rank held JD.com as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.