Fortis Capital Advisors’s XPeng XPEV Stock Holding History

Fortis Capital Advisors’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
2025 Q4	–	Sell	-41,341	Closed	-$968K	–	348
2025 Q3	$968K	Buy	+41,341	New	+$830K	0.15%	111

Other funds holding XPEV

Alibaba Group Causeway Bay, Hong Kong $509M AUM 25.62% 1-Year Est. Return

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

GCM

Ghisallo Capital Management Boston, Massachusetts $5.1B AUM 39.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PCM

Primavera Capital Management George Town, Cayman Islands $565M AUM 11.43% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fortis Capital Advisors's XPEV Position: Q4 2025 in Review

Fortis Capital Advisors sold out of XPeng (XPEV) in Q4 2025, closing a stake of 41,341 shares — an estimated $968K sold.

Fortis Capital Advisors first reported a position in XPEV in Q3 2025 and held it in 1 quarter. The position peaked at $968K in Q3 2025. 241 funds tracked by Wall St. Rank hold XPEV as of Q4 2025.

Fortis Capital Advisors reported no remaining XPeng position as of Q4 2025 after selling out during the quarter.
Fortis Capital Advisors sold 41,341 XPeng shares in Q4 2025, an estimated $968K.
Fortis Capital Advisors first reported a position in XPeng in Q3 2025 and held it in 1 quarter.
Fortis Capital Advisors's XPeng position peaked at $968K in Q3 2025.
241 funds tracked by Wall St. Rank held XPeng as of Q4 2025.

Based on Fortis Capital Advisors's 13F filing for Q4 2025, filed 27 Jan 2026.