Corient Private Wealth
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Corient Private Wealth’s Li Auto LI Stock Holding History

Corient Private Wealth’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 		– Sell
-31,572
Closed -$535K – 2959
2025
Q4 		$535K Buy
31,572
+19,190
+155% +$380K ﹤0.01% 2265
2025
Q3 		$314K Buy
12,382
+427
+4% +$11.1K ﹤0.01% 2090
2025
Q2 		$324K Buy
11,955
+951
+9% +$25.1K ﹤0.01% 1944
2025
Q1 		$277K Sell
11,004
-15,922
-59% -$410K ﹤0.01% 1896
2024
Q4 		$646K Buy
26,926
+15,591
+138% +$386K ﹤0.01% 1493
2024
Q3 		$291K Buy
+11,335
New +$230K ﹤0.01% 2031
2024
Q2 		– Sell
-8,805
Closed -$267K – 2356
2024
Q1 		$267K Sell
8,805
-3,859
-30% -$128K ﹤0.01% 1954
2023
Q4 		$474K Buy
12,664
+641
+5% +$23.1K ﹤0.01% 1633
2023
Q3 		$429K Buy
12,023
+83
+0.7% +$3.27K ﹤0.01% 1573
2023
Q2 		$419K Buy
11,940
+3,574
+43% +$101K ﹤0.01% 1538
2023
Q1 		$209K Sell
8,366
-1,665
-17% -$39.3K ﹤0.01% 1786
2022
Q4 		$205K Buy
+10,031
New +$191K ﹤0.01% 1481

Other funds holding LI

Renaissance Technologies
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SP
SIH Partners Wilmington, Delaware $7.58B AUM 5.28% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Corient Private Wealth's LI Position: Q1 2026 in Review

Corient Private Wealth sold out of Li Auto (LI) in Q1 2026, closing a stake of 31,572 shares — an estimated $535K sold.

Corient Private Wealth first reported a position in LI in Q4 2022 and held it in 12 quarters. The position peaked at $646K in Q4 2024. 167 funds tracked by Wall St. Rank hold LI as of Q1 2026.

  • Corient Private Wealth reported no remaining Li Auto position as of Q1 2026 after selling out during the quarter.
  • Corient Private Wealth sold 31,572 Li Auto shares in Q1 2026, an estimated $535K.
  • Corient Private Wealth first reported a position in Li Auto in Q4 2022 and held it in 12 quarters.
  • Corient Private Wealth's Li Auto position peaked at $646K in Q4 2024.
  • 167 funds tracked by Wall St. Rank held Li Auto as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.