AWA
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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
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
-6,710
Closed -$260K – 548
2022
Q1 		$260K Buy
+6,710
New +$185K ﹤0.01% 714

Other funds holding LI

CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $334M AUM 26.48% 1-Year Est. Return
KFP
Kerr Financial Planning Fresno, California $89.6M AUM 72.71% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
AFC
Ares Financial Consulting Calabasas, California $139M AUM
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return

Aaron Wealth Advisors's LI Position: Q2 2026 in Review

Aaron Wealth Advisors increased its Li Auto (LI) stake by 5.4% in Q2 2026, buying an estimated $21K and bringing the position to 24,741 shares worth $290K. The position accounts for 0.01% of the portfolio, ranked #585.

Aaron Wealth Advisors first reported a position in LI in Q1 2022 and has held it in 3 quarters since. The position peaked at $418K in Q1 2026. 12 funds tracked by Wall St. Rank hold LI as of Q2 2026.

  • Aaron Wealth Advisors held 24,741 shares of Li Auto worth $290K as of Q2 2026.
  • Aaron Wealth Advisors bought 1,278 Li Auto shares in Q2 2026, an estimated $21K.
  • Li Auto made up 0.01% of Aaron Wealth Advisors's portfolio in Q2 2026, its #585 holding.
  • Aaron Wealth Advisors first reported a position in Li Auto in Q1 2022 and has held it in 3 quarters since.
  • Aaron Wealth Advisors's Li Auto position peaked at $418K in Q1 2026.
  • 12 funds tracked by Wall St. Rank held Li Auto as of Q2 2026.

Based on Aaron Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.