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Muhlenkamp & Co’s JD.com JD Stock Holding History

Muhlenkamp & Co’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
Q4 		– Sell
-181,412
Closed -$6.35M – 30
2025
Q3 		$6.35M Sell
181,412
-22,484
-11% -$732K 1.72% 23
2025
Q2 		$6.66M Buy
203,896
+64
+0% +$2.18K 2.08% 21
2025
Q1 		$8.38M Buy
203,832
+106,934
+110% +$4.29M 2.74% 19
2024
Q4 		$3.36M Buy
+96,898
New +$3.75M 1.02% 27

Other funds holding JD

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
DG
Discerene Group Stamford, Connecticut $889M AUM 1.91% 1-Year Est. Return
CCM
CoreView Capital Management Hong Kong $547M AUM 13.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SP
SIH Partners Wilmington, Delaware $15.9B AUM 46.78% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Muhlenkamp & Co's JD Position: Q4 2025 in Review

Muhlenkamp & Co sold out of JD.com (JD) in Q4 2025, closing a stake of 181,412 shares — an estimated $6.35M sold.

Muhlenkamp & Co first reported a position in JD in Q4 2024 and held it in 4 quarters. The position peaked at $8.38M in Q1 2025. 439 funds tracked by Wall St. Rank hold JD as of Q4 2025.

  • Muhlenkamp & Co reported no remaining JD.com position as of Q4 2025 after selling out during the quarter.
  • Muhlenkamp & Co sold 181,412 JD.com shares in Q4 2025, an estimated $6.35M.
  • Muhlenkamp & Co first reported a position in JD.com in Q4 2024 and held it in 4 quarters.
  • Muhlenkamp & Co's JD.com position peaked at $8.38M in Q1 2025.
  • 439 funds tracked by Wall St. Rank held JD.com as of Q4 2025.

Based on Muhlenkamp & Co's 13F filing for Q4 2025, filed 4 Feb 2026.