NewEdge Advisors’s Waterdrop WDH Stock Holding History

NewEdge 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	-3,921	Closed	-$7.45K	–	4416
2025 Q4	$7.45K	Sell	3,921 -38,240	-91%	-$68.2K	﹤0.01%	3558
2025 Q3	$79.7K	Buy	+42,161	New	+$73.8K	﹤0.01%	2677

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 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

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 London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

NewEdge Advisors's WDH Position: Q1 2026 in Review

NewEdge Advisors sold out of Waterdrop (WDH) in Q1 2026, closing a stake of 3,921 shares — an estimated $7.45K sold.

NewEdge Advisors first reported a position in WDH in Q3 2025 and held it in 2 quarters. The position peaked at $79.7K in Q3 2025. 35 funds tracked by Wall St. Rank hold WDH as of Q1 2026.

NewEdge Advisors reported no remaining Waterdrop position as of Q1 2026 after selling out during the quarter.
NewEdge Advisors sold 3,921 Waterdrop shares in Q1 2026, an estimated $7.45K.
NewEdge Advisors first reported a position in Waterdrop in Q3 2025 and held it in 2 quarters.
NewEdge Advisors's Waterdrop position peaked at $79.7K in Q3 2025.
35 funds tracked by Wall St. Rank held Waterdrop as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.