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Root Financial Partners’s JD.com JD Stock Holding History

Root Financial Partners’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
Q2 		– Sell
-120
Closed -$3.55K – 1835
2026
Q1 		$3.55K Sell
120
-1,000
-89% -$28.3K ﹤0.01% 2077
2025
Q4 		$32.1K Buy
1,120
+1,020
+1,020% +$31.9K ﹤0.01% 910
2025
Q3 		$3.5K Buy
+100
New +$3.26K ﹤0.01% 1840

Other funds holding JD

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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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
NOSC
North of South Capital London, United Kingdom $1.36B AUM 26.43% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
DG
Discerene Group Stamford, Connecticut $889M AUM 1.91% 1-Year Est. Return
SAG
Susquehanna Advisors Group Bala Cynwyd, Pennsylvania $5.75B AUM 39.93% 1-Year Est. Return

Root Financial Partners's JD Position: Q2 2026 in Review

Root Financial Partners sold out of JD.com (JD) in Q2 2026, closing a stake of 120 shares — an estimated $3.55K sold.

Root Financial Partners first reported a position in JD in Q3 2025 and held it in 3 quarters. The position peaked at $32.1K in Q4 2025. 425 funds tracked by Wall St. Rank hold JD as of Q2 2026.

  • Root Financial Partners reported no remaining JD.com position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 120 JD.com shares in Q2 2026, an estimated $3.55K.
  • Root Financial Partners first reported a position in JD.com in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's JD.com position peaked at $32.1K in Q4 2025.
  • 425 funds tracked by Wall St. Rank held JD.com as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.