Aaron Wealth Advisors
LI icon

Aaron Wealth Advisors’s Li Auto LI Stock Holding History

Aaron Wealth Advisors’s Portfolio LI Stock Details LI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$236K Sell
20,762
-3,979
-16% -$48.9K 0.01% 628
2026
Q2 		$290K Buy
24,741
+1,278
+5% +$21K 0.01% 585
2026
Q1 		$418K Buy
+23,463
New +$410K 0.02% 435
2022
Q2 		– Sell
-260
Closed -$6.71K – 548
2022
Q1 		$6.71K Buy
+260
New +$7.17K ﹤0.01% 838

Other funds holding LI

Ping Capital Management
Ping Capital Management New York $541M AUM 40.31% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Quadrant Capital Group
Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Sowell Financial Services
Sowell Financial Services North Little Rock, Arkansas $3.61B AUM 22.22% 1-Year Est. Return
Tuttle Capital Management
Tuttle Capital Management Riverside, Connecticut $230M AUM 58.79% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Elevation Wealth Partners
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return

Aaron Wealth Advisors's LI Position: Q3 2026 in Review

Aaron Wealth Advisors reduced its Li Auto (LI) stake by 16% in Q3 2026, selling an estimated $48.9K and leaving 20,762 shares worth $236K. The position accounts for 0.01% of the portfolio, ranked #628.

Aaron Wealth Advisors first reported a position in LI in Q1 2022 and has held it in 4 quarters since. The position peaked at $418K in Q1 2026. 22 funds tracked by Wall St. Rank hold LI as of Q3 2026.

  • Aaron Wealth Advisors held 20,762 shares of Li Auto worth $236K as of Q3 2026.
  • Aaron Wealth Advisors sold 3,979 Li Auto shares in Q3 2026, an estimated $48.9K.
  • Li Auto made up 0.01% of Aaron Wealth Advisors's portfolio in Q3 2026, its #628 holding.
  • Aaron Wealth Advisors first reported a position in Li Auto in Q1 2022 and has held it in 4 quarters since.
  • Aaron Wealth Advisors's Li Auto position peaked at $418K in Q1 2026.
  • 22 funds tracked by Wall St. Rank held Li Auto as of Q3 2026.

Based on Aaron Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.