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Marshall & Sterling Wealth Advisors’s JD.com JD Stock Holding History

Marshall & Sterling 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
2025
Q2 		– Sell
-40
Closed -$1.65K – 660
2025
Q1 		$1.65K Hold
40
– – ﹤0.01% 553
2024
Q4 		$1.39K Buy
+40
New +$1.55K ﹤0.01% 322

Other funds holding JD

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
NMO
Newlands Management Operations Dallas, Texas $15.5B AUM 25.52% 1-Year Est. Return
AL
Appaloosa LP Short Hills, New Jersey $5.93B AUM 44.55% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
CCM
CoreView Capital Management Hong Kong $473M AUM 14.25% 1-Year Est. Return
DG
Discerene Group Stamford, Connecticut $946M AUM 1.38% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's JD Position: Q2 2025 in Review

Marshall & Sterling Wealth Advisors sold out of JD.com (JD) in Q2 2025, closing a stake of 40 shares — an estimated $1.65K sold.

Marshall & Sterling Wealth Advisors first reported a position in JD in Q4 2024 and held it in 2 quarters. The position peaked at $1.65K in Q1 2025. 470 funds tracked by Wall St. Rank hold JD as of Q2 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining JD.com position as of Q2 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 40 JD.com shares in Q2 2025, an estimated $1.65K.
  • Marshall & Sterling Wealth Advisors first reported a position in JD.com in Q4 2024 and held it in 2 quarters.
  • Marshall & Sterling Wealth Advisors's JD.com position peaked at $1.65K in Q1 2025.
  • 470 funds tracked by Wall St. Rank held JD.com as of Q2 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.