Ballentine Partners’s Li Auto LI Stock Holding History

Ballentine Partners’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 Q1	$349K	Buy	19,546 +5,760	+42%	+$101K	﹤0.01%	666
2025 Q4	$233K	Buy	13,786 +1,208	+10%	+$23.9K	﹤0.01%	847
2025 Q3	$319K	Sell	12,578 -1,446	-10%	-$37.4K	﹤0.01%	688
2025 Q2	$380K	Buy	14,024 +1,156	+9%	+$30.5K	0.01%	586
2025 Q1	$324K	Buy	12,868 +3,562	+38%	+$91.7K	0.01%	599
2024 Q4	$223K	Buy	+9,306	New	+$231K	﹤0.01%	741
2024 Q2	–	Sell	-7,199	Closed	-$218K	–	784
2024 Q1	$218K	Buy	7,199 +1,232	+21%	+$40.8K	﹤0.01%	641
2023 Q4	$223K	Buy	+5,967	New	+$215K	﹤0.01%	589

Other funds holding LI

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

XXIP

Xiamen Xinweidachuang Investment Partnership Xiamen, China $87.8M AUM 29.25% 1-Year Est. Return

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

SIH Partners Wilmington, Delaware $7.58B AUM 5.28% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Ballentine Partners's LI Position: Q1 2026 in Review

Ballentine Partners increased its Li Auto (LI) stake by 42% in Q1 2026, buying an estimated $101K and bringing the position to 19,546 shares worth $349K. The position accounts for ﹤0.01% of the portfolio, ranked #666.

Ballentine Partners first reported a position in LI in Q4 2023 and has held it in 8 quarters since. The position peaked at $380K in Q2 2025. 167 funds tracked by Wall St. Rank hold LI as of Q1 2026.

Ballentine Partners held 19,546 shares of Li Auto worth $349K as of Q1 2026.
Ballentine Partners bought 5,760 Li Auto shares in Q1 2026, an estimated $101K.
Li Auto made up ﹤0.01% of Ballentine Partners's portfolio in Q1 2026, its #666 holding.
Ballentine Partners first reported a position in Li Auto in Q4 2023 and has held it in 8 quarters since.
Ballentine Partners's Li Auto position peaked at $380K in Q2 2025.
167 funds tracked by Wall St. Rank held Li Auto as of Q1 2026.

Based on Ballentine Partners's 13F filing for Q1 2026, filed 14 May 2026.