Raymond James Financial’s Waterdrop WDH Stock Holding History

Raymond James Financial’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
2025 Q3	–	Sell	-25	Closed	-$34	–	6774
2025 Q2	$34	Buy	+25	New	+$34	﹤0.01%	6906

Other funds holding WDH

ICCFIA

IDG China Capital Fund III Associates Central Hong Kong, China $564M AUM 61.98% 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

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

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

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Raymond James Financial's WDH Position: Q3 2025 in Review

Raymond James Financial sold out of Waterdrop (WDH) in Q3 2025, closing a stake of 25 shares — an estimated $34 sold.

Raymond James Financial first reported a position in WDH in Q2 2025 and held it in 1 quarter. The position peaked at $34 in Q2 2025. 27 funds tracked by Wall St. Rank hold WDH as of Q3 2025.

Raymond James Financial reported no remaining Waterdrop position as of Q3 2025 after selling out during the quarter.
Raymond James Financial sold 25 Waterdrop shares in Q3 2025, an estimated $34.
Raymond James Financial first reported a position in Waterdrop in Q2 2025 and held it in 1 quarter.
Raymond James Financial's Waterdrop position peaked at $34 in Q2 2025.
27 funds tracked by Wall St. Rank held Waterdrop as of Q3 2025.

Based on Raymond James Financial's 13F filing for Q3 2025, filed 14 Nov 2025.