Waverly Advisors’s JD.com JD Stock Holding History

Waverly 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 Q2	–	Sell	-8,624	Closed	-$355K	–	1203
2025 Q1	$355K	Sell	8,624 -320	-4%	-$12.8K	﹤0.01%	875
2024 Q4	$310K	Buy	+8,944	New	+$346K	﹤0.01%	813

Other funds holding JD

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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

NMO

Newlands Management Operations Dallas, Texas $15.5B AUM 25.52% 1-Year Est. Return

Appaloosa LP Short Hills, New Jersey $5.93B AUM 44.55% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

CCM

CoreView Capital Management Hong Kong $473M AUM 14.25% 1-Year Est. Return

Discerene Group Stamford, Connecticut $946M AUM 1.38% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Waverly Advisors's JD Position: Q2 2025 in Review

Waverly Advisors sold out of JD.com (JD) in Q2 2025, closing a stake of 8,624 shares — an estimated $355K sold.

Waverly Advisors first reported a position in JD in Q4 2024 and held it in 2 quarters. The position peaked at $355K in Q1 2025. 470 funds tracked by Wall St. Rank hold JD as of Q2 2025.

Waverly Advisors reported no remaining JD.com position as of Q2 2025 after selling out during the quarter.
Waverly Advisors sold 8,624 JD.com shares in Q2 2025, an estimated $355K.
Waverly Advisors first reported a position in JD.com in Q4 2024 and held it in 2 quarters.
Waverly Advisors's JD.com position peaked at $355K in Q1 2025.
470 funds tracked by Wall St. Rank held JD.com as of Q2 2025.

Based on Waverly Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.