Rooted Wealth Advisors’s JD.com JD Stock Holding History

Rooted Wealth Advisors’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	-6,905	Closed	-$244K	–	141
2025 Q3	$244K	Buy	+6,905	New	+$225K	0.07%	115

Other funds holding JD

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 Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

SIH Partners Wilmington, Delaware $15.9B AUM 46.78% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Rooted Wealth Advisors's JD Position: Q4 2025 in Review

Rooted Wealth Advisors sold out of JD.com (JD) in Q4 2025, closing a stake of 6,905 shares — an estimated $244K sold.

Rooted Wealth Advisors first reported a position in JD in Q3 2025 and held it in 1 quarter. The position peaked at $244K in Q3 2025. 439 funds tracked by Wall St. Rank hold JD as of Q4 2025.

Rooted Wealth Advisors reported no remaining JD.com position as of Q4 2025 after selling out during the quarter.
Rooted Wealth Advisors sold 6,905 JD.com shares in Q4 2025, an estimated $244K.
Rooted Wealth Advisors first reported a position in JD.com in Q3 2025 and held it in 1 quarter.
Rooted Wealth Advisors's JD.com position peaked at $244K in Q3 2025.
439 funds tracked by Wall St. Rank held JD.com as of Q4 2025.

Based on Rooted Wealth Advisors's 13F filing for Q4 2025, filed 9 Feb 2026.