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Morningstar Investment Management’s JD.com JD Stock Holding History

Morningstar Investment Management’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
Q1 		– Sell
-95,863
Closed -$2.75M – 347
2025
Q4 		$2.75M Sell
95,863
-74,930
-44% -$2.34M 0.16% 135
2025
Q3 		$5.97M Buy
+170,793
New +$5.56M 0.22% 118

Other funds holding JD

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
NMO
Newlands Management Operations Dallas, Texas $15.5B AUM 25.52% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
DG
Discerene Group Stamford, Connecticut $946M AUM 1.38% 1-Year Est. Return
CCM
CoreView Capital Management Hong Kong $473M AUM 14.25% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Morningstar Investment Management's JD Position: Q1 2026 in Review

Morningstar Investment Management sold out of JD.com (JD) in Q1 2026, closing a stake of 95,863 shares — an estimated $2.75M sold.

Morningstar Investment Management first reported a position in JD in Q3 2025 and held it in 2 quarters. The position peaked at $5.97M in Q3 2025. 409 funds tracked by Wall St. Rank hold JD as of Q1 2026.

  • Morningstar Investment Management reported no remaining JD.com position as of Q1 2026 after selling out during the quarter.
  • Morningstar Investment Management sold 95,863 JD.com shares in Q1 2026, an estimated $2.75M.
  • Morningstar Investment Management first reported a position in JD.com in Q3 2025 and held it in 2 quarters.
  • Morningstar Investment Management's JD.com position peaked at $5.97M in Q3 2025.
  • 409 funds tracked by Wall St. Rank held JD.com as of Q1 2026.

Based on Morningstar Investment Management's 13F filing for Q1 2026, filed 14 May 2026.