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
Q2 		$23.4K Sell
1,997
-881
-31% -$14.4K ﹤0.01% 2313
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 $72.6B AUM 54.88% 1-Year Est. Return
XXIP
Xiamen Xinweidachuang Investment Partnership Xiamen, China $57.8M AUM 56.69% 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
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
SP
SIH Partners Wilmington, Delaware $15.9B AUM 46.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

EverSource Wealth Advisors's LI Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Li Auto (LI) stake by 31% in Q2 2026, selling an estimated $14.4K and leaving 1,997 shares worth $23.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2313.

EverSource Wealth Advisors first reported a position in LI in Q4 2021 and has held it in 19 quarters since. The position peaked at $51.3K in Q1 2026. 160 funds tracked by Wall St. Rank hold LI as of Q2 2026.

  • EverSource Wealth Advisors held 1,997 shares of Li Auto worth $23.4K as of Q2 2026.
  • EverSource Wealth Advisors sold 881 Li Auto shares in Q2 2026, an estimated $14.4K.
  • Li Auto made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2313 holding.
  • EverSource Wealth Advisors first reported a position in Li Auto in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Li Auto position peaked at $51.3K in Q1 2026.
  • 160 funds tracked by Wall St. Rank held Li Auto as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.