Crossmark Global Holdings’s Li Auto LI Stock Holding History

Crossmark Global Holdings’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 Q2	$641K	Buy	54,565 +22,938	+73%	+$376K	0.01%	784
2026 Q1	$564K	Buy	31,627 +46	+0.1%	+$804	0.01%	792
2025 Q4	$535K	Sell	31,581 -157	-0.5%	-$3.11K	0.01%	808
2025 Q3	$804K	Sell	31,738 -19,481	-38%	-$504K	0.01%	700
2025 Q2	$1.39M	Buy	51,219 +4,802	+10%	+$127K	0.02%	528
2025 Q1	$1.17M	Buy	46,417 +373	+0.8%	+$9.61K	0.02%	561
2024 Q4	$1.1M	Sell	46,044 -93	-0.2%	-$2.31K	0.02%	559
2024 Q3	$1.18M	Sell	46,137 -6,109	-12%	-$124K	0.02%	551
2024 Q2	$934K	Sell	52,246 -10,968	-17%	-$265K	0.02%	606
2024 Q1	$1.91M	Buy	63,214 +25,735	+69%	+$852K	0.04%	435
2023 Q4	$1.4M	Buy	37,479 +1,679	+5%	+$60.6K	0.03%	507
2023 Q3	$1.25M	Buy	+35,800	New	+$1.41M	0.03%	517

Other funds holding LI

AWA

Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

EWP

Elevation Wealth Partners Santa Rosa, California $334M AUM 26.48% 1-Year Est. Return

KFP

Kerr Financial Planning Fresno, California $89.6M AUM 72.71% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

JWA

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

AFC

Ares Financial Consulting Calabasas, California $139M AUM

LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return

AWM

Abound Wealth Management Franklin, Tennessee $504M AUM 23.73% 1-Year Est. Return

Crossmark Global Holdings's LI Position: Q2 2026 in Review

Crossmark Global Holdings increased its Li Auto (LI) stake by 73% in Q2 2026, buying an estimated $376K and bringing the position to 54,565 shares worth $641K. The position accounts for 0.01% of the portfolio, ranked #784.

Crossmark Global Holdings first reported a position in LI in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.91M in Q1 2024. 11 funds tracked by Wall St. Rank hold LI as of Q2 2026.

Crossmark Global Holdings held 54,565 shares of Li Auto worth $641K as of Q2 2026.
Crossmark Global Holdings bought 22,938 Li Auto shares in Q2 2026, an estimated $376K.
Li Auto made up 0.01% of Crossmark Global Holdings's portfolio in Q2 2026, its #784 holding.
Crossmark Global Holdings first reported a position in Li Auto in Q3 2023 and has held it in 12 quarters since.
Crossmark Global Holdings's Li Auto position peaked at $1.91M in Q1 2024.
11 funds tracked by Wall St. Rank held Li Auto as of Q2 2026.

Based on Crossmark Global Holdings's 13F filing for Q2 2026, filed 16 Jul 2026.