Carson Wealth (CWM LLC)
XPEV icon

Carson Wealth (CWM LLC)’s XPeng XPEV Stock Holding History

Carson Wealth (CWM LLC)’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 		$41.8K Sell
2,441
-877
-26% -$16.3K ﹤0.01% 3942
2025
Q4 		$67K Buy
3,318
+564
+20% +$12.2K ﹤0.01% 3390
2025
Q3 		$64K Buy
2,754
+218
+9% +$4.38K ﹤0.01% 3330
2025
Q2 		$45K Sell
2,536
-265
-9% -$5.17K ﹤0.01% 3370
2025
Q1 		$58K Sell
2,801
-75
-3% -$1.35K ﹤0.01% 2861
2024
Q4 		$34K Sell
2,876
-112
-4% -$1.39K ﹤0.01% 3092
2024
Q3 		$36K Buy
2,988
+413
+16% +$3.42K ﹤0.01% 2958
2024
Q2 		$19K Buy
2,575
+103
+4% +$813 ﹤0.01% 3161
2024
Q1 		$19K Buy
2,472
+464
+23% +$4.5K ﹤0.01% 2955
2023
Q4 		$29K Sell
2,008
-1,040
-34% -$16.5K ﹤0.01% 2547
2023
Q3 		$56K Buy
3,048
+208
+7% +$3.53K ﹤0.01% 1996
2023
Q2 		$38K Buy
2,840
+554
+24% +$5.46K ﹤0.01% 2195
2023
Q1 		$25K Buy
2,286
+831
+57% +$8.03K ﹤0.01% 2359
2022
Q4 		$14K Buy
1,455
+519
+55% +$4.68K ﹤0.01% 2629
2022
Q3 		$11K Buy
936
+116
+14% +$2.5K ﹤0.01% 2654
2022
Q2 		$26K Sell
820
-193
-19% -$4.96K ﹤0.01% 1974
2022
Q1 		$28K Buy
1,013
+215
+27% +$7.63K ﹤0.01% 1882
2021
Q4 		$40K Buy
+798
New +$36K ﹤0.01% 1670
2021
Q2 		$5K Hold
111
– – ﹤0.01% 2388
2021
Q1 		$5K Hold
111
– – ﹤0.01% 2388
2020
Q4 		$5K Hold
111
– – ﹤0.01% 2388
2020
Q3 		$5K Buy
+111
New +$2.17K ﹤0.01% 2388

Other funds holding XPEV

AG
Alibaba Group Causeway Bay, Hong Kong $509M AUM 25.62% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
TGP
TMT General Partner Hong Kong $194M AUM 27.5% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
GCM
Ghisallo Capital Management Boston, Massachusetts $5.1B AUM 39.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
PCM
Primavera Capital Management George Town, Cayman Islands $565M AUM 11.43% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Carson Wealth (CWM LLC)'s XPEV Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its XPeng (XPEV) stake by 26% in Q1 2026, selling an estimated $16.3K and leaving 2,441 shares worth $41.8K. The position accounts for ﹤0.01% of the portfolio, ranked #3942.

Carson Wealth (CWM LLC) first reported a position in XPEV in Q3 2020 and has held it in 22 quarters since. The position peaked at $67K in Q4 2025. 234 funds tracked by Wall St. Rank hold XPEV as of Q1 2026.

  • Carson Wealth (CWM LLC) held 2,441 shares of XPeng worth $41.8K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 877 XPeng shares in Q1 2026, an estimated $16.3K.
  • XPeng made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3942 holding.
  • Carson Wealth (CWM LLC) first reported a position in XPeng in Q3 2020 and has held it in 22 quarters since.
  • Carson Wealth (CWM LLC)'s XPeng position peaked at $67K in Q4 2025.
  • 234 funds tracked by Wall St. Rank held XPeng as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.