BP
XPEV icon

Ballentine Partners’s XPeng XPEV Stock Holding History

Ballentine Partners’s Portfolio XPEV Stock Details XPEV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$338K Sell
25,525
-4,105
-14% -$65.1K ﹤0.01% 733
2026
Q1 		$507K Buy
29,630
+4,288
+17% +$79.6K 0.01% 527
2025
Q4 		$514K Buy
25,342
+360
+1% +$7.81K 0.01% 496
2025
Q3 		$585K Buy
24,982
+120
+0.5% +$2.41K 0.01% 452
2025
Q2 		$445K Buy
24,862
+2,064
+9% +$40.3K 0.01% 526
2025
Q1 		$472K Buy
22,798
+1,151
+5% +$20.7K 0.01% 461
2024
Q4 		$256K Buy
21,647
+4,105
+23% +$50.8K ﹤0.01% 667
2024
Q3 		$214K Buy
17,542
+4,335
+33% +$35.9K ﹤0.01% 730
2024
Q2 		$96.8K Sell
13,207
-6,726
-34% -$53.1K ﹤0.01% 728
2024
Q1 		$153K Buy
19,933
+6,376
+47% +$61.8K ﹤0.01% 692
2023
Q4 		$198K Buy
13,557
+1,729
+15% +$27.5K ﹤0.01% 625
2023
Q3 		$217K Buy
11,828
+437
+4% +$7.41K 0.01% 535
2023
Q2 		$153K Buy
+11,391
New +$112K ﹤0.01% 566

Other funds holding XPEV

VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
GXJ
Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
HWP
Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Ballentine Partners's XPEV Position: Q2 2026 in Review

Ballentine Partners reduced its XPeng (XPEV) stake by 14% in Q2 2026, selling an estimated $65.1K and leaving 25,525 shares worth $338K. The position accounts for ﹤0.01% of the portfolio, ranked #733.

Ballentine Partners first reported a position in XPEV in Q2 2023 and has held it in 13 quarters since. The position peaked at $585K in Q3 2025. 15 funds tracked by Wall St. Rank hold XPEV as of Q2 2026.

  • Ballentine Partners held 25,525 shares of XPeng worth $338K as of Q2 2026.
  • Ballentine Partners sold 4,105 XPeng shares in Q2 2026, an estimated $65.1K.
  • XPeng made up ﹤0.01% of Ballentine Partners's portfolio in Q2 2026, its #733 holding.
  • Ballentine Partners first reported a position in XPeng in Q2 2023 and has held it in 13 quarters since.
  • Ballentine Partners's XPeng position peaked at $585K in Q3 2025.
  • 15 funds tracked by Wall St. Rank held XPeng as of Q2 2026.

Based on Ballentine Partners's 13F filing for Q2 2026, filed 17 Jul 2026.