Bell Investment Advisors’s XPeng XPEV Stock Holding History

Bell Investment Advisors’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 Q1	$11K	Buy	642 +33	+5%	+$612	﹤0.01%	641
2025 Q4	$12.4K	Buy	609 +280	+85%	+$6.08K	﹤0.01%	617
2025 Q3	$7.71K	Hold	329	–	–	﹤0.01%	735
2025 Q2	$5.88K	Hold	329	–	–	﹤0.01%	913
2025 Q1	$6.82K	Hold	329	–	–	﹤0.01%	765
2024 Q4	$3.89K	Sell	329 -63	-16%	-$779	﹤0.01%	1046
2024 Q3	$4.78K	Sell	392 -57	-13%	-$473	﹤0.01%	949
2024 Q2	$3.29K	Buy	449 +92	+26%	+$726	﹤0.01%	1125
2024 Q1	$2.74K	Buy	357 +35	+11%	+$339	﹤0.01%	1212
2023 Q4	$4.7K	Hold	322	–	–	﹤0.01%	919
2023 Q3	$5.91K	Hold	322	–	–	﹤0.01%	723
2023 Q2	$4.32K	Buy	322 +60	+23%	+$591	﹤0.01%	896
2023 Q1	$2.91K	Buy	262 +128	+96%	+$1.24K	﹤0.01%	1058
2022 Q4	$1.33K	Buy	134 +123	+1,118%	+$1.11K	﹤0.01%	1471
2022 Q3	$0	Sell	11 -25	-69%	-$538	﹤0.01%	1990
2022 Q2	$1K	Buy	+36	New	+$926	﹤0.01%	1665
2021 Q4	$2K	Buy	36 +11	+44%	+$496	﹤0.01%	1266
2021 Q3	$1K	Buy	+25	New	+$992	﹤0.01%	1622

Other funds holding XPEV

Alibaba Group Causeway Bay, Hong Kong $653M AUM 16.11% 1-Year Est. Return

Primecap Management

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

TMT General Partner Hong Kong $250M AUM 6.05% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Ghisallo Capital Management Boston, Massachusetts $3.63B AUM 30.51% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Mirae Asset Global ETFs Holdings

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Primavera Capital Management George Town, Cayman Islands $648M AUM 6.1% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return