KFA
WDH

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
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 $304M AUM
ICCFIA
IDG China Capital Fund III Associates Central Hong Kong, China $868M AUM 24.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BBA
Baader Bank Aktiengesellschaft Unterschleissheim, Germany $1.33B AUM 47.35% 1-Year Est. Return
AT
Avenir Tech Hong Kong $790M AUM 17.91% 1-Year Est. Return
ICCFGIA
IDG China Capital Fund GP III Associates Central Hong Kong, China $113M AUM
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Kelleher Financial Advisors's WDH Position: Q1 2026 in Review

Kelleher Financial Advisors sold out of Waterdrop (WDH) in Q1 2026, closing a stake of 120 shares — an estimated $228 sold.

Kelleher Financial Advisors first reported a position in WDH in Q3 2025 and held it in 2 quarters. The position peaked at $228 in Q4 2025. 35 funds tracked by Wall St. Rank hold WDH as of Q1 2026.

  • Kelleher Financial Advisors reported no remaining Waterdrop position as of Q1 2026 after selling out during the quarter.
  • Kelleher Financial Advisors sold 120 Waterdrop shares in Q1 2026, an estimated $228.
  • Kelleher Financial Advisors first reported a position in Waterdrop in Q3 2025 and held it in 2 quarters.
  • Kelleher Financial Advisors's Waterdrop position peaked at $228 in Q4 2025.
  • 35 funds tracked by Wall St. Rank held Waterdrop as of Q1 2026.

Based on Kelleher Financial Advisors's 13F filing for Q1 2026, filed 8 May 2026.