CCWM
XPEV icon

Cassaday & Co Wealth Management’s XPeng XPEV Stock Holding History

Cassaday & Co Wealth Management’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 		$1.32K Sell
100
-90
-47% -$1.43K ﹤0.01% 1059
2026
Q1 		$3.25K Buy
+190
New +$3.53K ﹤0.01% 1028

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GCM
Ghisallo Capital Management Boston, Massachusetts $5.1B AUM 39.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
PCM
Primavera Capital Management George Town, Cayman Islands $565M AUM 11.43% 1-Year Est. Return

Cassaday & Co Wealth Management's XPEV Position: Q2 2026 in Review

Cassaday & Co Wealth Management reduced its XPeng (XPEV) stake by 47% in Q2 2026, selling an estimated $1.43K and leaving 100 shares worth $1.32K. The position accounts for ﹤0.01% of the portfolio, ranked #1059.

Cassaday & Co Wealth Management first reported a position in XPEV in Q1 2026 and has held it in 2 quarters since. The position peaked at $3.25K in Q1 2026. 220 funds tracked by Wall St. Rank hold XPEV as of Q2 2026.

  • Cassaday & Co Wealth Management held 100 shares of XPeng worth $1.32K as of Q2 2026.
  • Cassaday & Co Wealth Management sold 90 XPeng shares in Q2 2026, an estimated $1.43K.
  • XPeng made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #1059 holding.
  • Cassaday & Co Wealth Management first reported a position in XPeng in Q1 2026 and has held it in 2 quarters since.
  • Cassaday & Co Wealth Management's XPeng position peaked at $3.25K in Q1 2026.
  • 220 funds tracked by Wall St. Rank held XPeng as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.