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Kelleher Financial Advisors’s Waterdrop WDH Stock Holding History

Kelleher Financial Advisors’s Portfolio WDH Stock Details WDH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$136 Buy
+120
New +$182 ﹤0.01% 854
2026
Q1 		– Sell
-120
Closed -$228 – 708
2025
Q4 		$228 Hold
120
– – ﹤0.01% 699
2025
Q3 		$227 Buy
+120
New +$210 ﹤0.01% 635

Other funds holding WDH

BPH
Boundless Plain Holdings Hong Kong $432M AUM
ICCFIA
IDG China Capital Fund III Associates Central Hong Kong, China $564M AUM 61.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BBA
Baader Bank Aktiengesellschaft Unterschleissheim, Germany $1.33B AUM 47.35% 1-Year Est. Return
AT
Avenir Tech Hong Kong $671M AUM 36.63% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
ICCFGIA
IDG China Capital Fund GP III Associates Central Hong Kong, China $73.5M AUM
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.59B AUM 39.81% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Kelleher Financial Advisors's WDH Position: Q2 2026 in Review

Kelleher Financial Advisors opened a new position in Waterdrop (WDH) in Q2 2026: 120 shares worth $136. The stake represents ﹤0.01% of the portfolio and ranks #854 among its holdings. This is a return to the name: Kelleher Financial Advisors previously reported a position in WDH as recently as Q4 2025.

Kelleher Financial Advisors first reported a position in WDH in Q3 2025 and has held it in 3 quarters since. The position peaked at $228 in Q4 2025. 39 funds tracked by Wall St. Rank hold WDH as of Q2 2026.

  • Kelleher Financial Advisors held 120 shares of Waterdrop worth $136 as of Q2 2026.
  • Waterdrop was a new Kelleher Financial Advisors position in Q2 2026.
  • Waterdrop made up ﹤0.01% of Kelleher Financial Advisors's portfolio in Q2 2026, its #854 holding.
  • Kelleher Financial Advisors first reported a position in Waterdrop in Q3 2025 and has held it in 3 quarters since.
  • Kelleher Financial Advisors's Waterdrop position peaked at $228 in Q4 2025.
  • 39 funds tracked by Wall St. Rank held Waterdrop as of Q2 2026.

Based on Kelleher Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.