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Triad Wealth Partners’s JD.com JD Stock Holding History

Triad Wealth 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
Q1 		– Sell
-9,205
Closed -$264K – 499
2025
Q4 		$264K Buy
9,205
+11
+0.1% +$344 0.03% 413
2025
Q3 		$322K Buy
+9,194
New +$299K 0.04% 278

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Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
NMO
Newlands Management Operations Dallas, Texas $15.5B AUM 25.52% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
DG
Discerene Group Stamford, Connecticut $946M AUM 1.38% 1-Year Est. Return
CCM
CoreView Capital Management Hong Kong $473M AUM 14.25% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return

Triad Wealth Partners's JD Position: Q1 2026 in Review

Triad Wealth Partners sold out of JD.com (JD) in Q1 2026, closing a stake of 9,205 shares — an estimated $264K sold.

Triad Wealth Partners first reported a position in JD in Q3 2025 and held it in 2 quarters. The position peaked at $322K in Q3 2025. 408 funds tracked by Wall St. Rank hold JD as of Q1 2026.

  • Triad Wealth Partners reported no remaining JD.com position as of Q1 2026 after selling out during the quarter.
  • Triad Wealth Partners sold 9,205 JD.com shares in Q1 2026, an estimated $264K.
  • Triad Wealth Partners first reported a position in JD.com in Q3 2025 and held it in 2 quarters.
  • Triad Wealth Partners's JD.com position peaked at $322K in Q3 2025.
  • 408 funds tracked by Wall St. Rank held JD.com as of Q1 2026.

Based on Triad Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.