EWA
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EverSource Wealth Advisors’s Li Auto LI Stock Holding History

EverSource Wealth Advisors’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 		$51.3K Buy
2,878
+1,762
+158% +$30.8K ﹤0.01% 1858
2025
Q4 		$18.9K Buy
1,116
+159
+17% +$3.15K ﹤0.01% 2422
2025
Q3 		$24.3K Sell
957
-177
-16% -$4.58K ﹤0.01% 2225
2025
Q2 		$30.7K Buy
1,134
+224
+25% +$5.91K ﹤0.01% 1966
2025
Q1 		$22.9K Buy
910
+145
+19% +$3.73K ﹤0.01% 1622
2024
Q4 		$18.4K Sell
765
-95
-11% -$2.35K ﹤0.01% 1671
2024
Q3 		$22.1K Buy
860
+246
+40% +$5K ﹤0.01% 1439
2024
Q2 		$12.1K Buy
614
+411
+202% +$9.92K ﹤0.01% 1745
2024
Q1 		$5.33K Buy
203
+18
+10% +$596 ﹤0.01% 2027
2023
Q4 		$6.92K Buy
185
+5
+3% +$180 ﹤0.01% 1725
2023
Q3 		$6.42K Sell
180
-500
-74% -$19.7K ﹤0.01% 1594
2023
Q2 		$23.9K Buy
680
+540
+386% +$15.2K ﹤0.01% 1082
2023
Q1 		$3.49K Buy
140
+33
+31% +$780 ﹤0.01% 1758
2022
Q4 		$2.18K Sell
107
-92
-46% -$1.75K ﹤0.01% 1883
2022
Q3 		$4K Buy
199
+61
+44% +$1.9K ﹤0.01% 1450
2022
Q2 		$5K Sell
138
-250
-64% -$6.68K ﹤0.01% 1268
2022
Q1 		$10K Buy
388
+96
+33% +$2.65K ﹤0.01% 972
2021
Q4 		$9K Buy
+292
New +$9.01K ﹤0.01% 1003

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

EverSource Wealth Advisors's LI Position: Q1 2026 in Review

EverSource Wealth Advisors increased its Li Auto (LI) stake by 158% in Q1 2026, buying an estimated $30.8K and bringing the position to 2,878 shares worth $51.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1858.

EverSource Wealth Advisors first reported a position in LI in Q4 2021 and has held it in 18 quarters since. 167 funds tracked by Wall St. Rank hold LI as of Q1 2026.

  • EverSource Wealth Advisors held 2,878 shares of Li Auto worth $51.3K as of Q1 2026.
  • EverSource Wealth Advisors bought 1,762 Li Auto shares in Q1 2026, an estimated $30.8K.
  • Li Auto made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #1858 holding.
  • EverSource Wealth Advisors first reported a position in Li Auto in Q4 2021 and has held it in 18 quarters since.
  • 167 funds tracked by Wall St. Rank held Li Auto as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.