Spire Wealth Management’s Waterdrop WDH Stock Holding History

Spire Wealth Management’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 Q2	–	Sell	-5,000	Closed	-$8.1K	–	2383
2026 Q1	$8.1K	Buy	+5,000	New	+$8.81K	﹤0.01%	1694

Other funds holding WDH

BBA

Baader Bank Aktiengesellschaft Unterschleissheim, Germany $1.33B AUM 47.35% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

JFA

JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return

FHC

First Horizon Corporation Memphis, Tennessee $2.6B AUM 23.72% 1-Year Est. Return

Spire Wealth Management's WDH Position: Q2 2026 in Review

Spire Wealth Management sold out of Waterdrop (WDH) in Q2 2026, closing a stake of 5,000 shares — an estimated $8.1K sold.

Spire Wealth Management first reported a position in WDH in Q1 2026 and held it in 1 quarter. The position peaked at $8.1K in Q1 2026. 5 funds tracked by Wall St. Rank hold WDH as of Q2 2026.

Spire Wealth Management reported no remaining Waterdrop position as of Q2 2026 after selling out during the quarter.
Spire Wealth Management sold 5,000 Waterdrop shares in Q2 2026, an estimated $8.1K.
Spire Wealth Management first reported a position in Waterdrop in Q1 2026 and held it in 1 quarter.
Spire Wealth Management's Waterdrop position peaked at $8.1K in Q1 2026.
5 funds tracked by Wall St. Rank held Waterdrop as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.