JWA
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JFS Wealth Advisors’s Li Auto LI Stock Holding History

JFS 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 		$904 Sell
77
-109
-59% -$1.79K ﹤0.01% 1834
2026
Q1 		$3.32K Sell
186
-86
-32% -$1.5K ﹤0.01% 1339
2025
Q4 		$4.61K Buy
272
+63
+30% +$1.25K ﹤0.01% 1270
2025
Q3 		$5.3K Buy
209
+10
+5% +$259 ﹤0.01% 1100
2025
Q2 		$5.39K Buy
199
+37
+23% +$976 ﹤0.01% 1057
2025
Q1 		$4.08K Hold
162
– – ﹤0.01% 1204
2024
Q4 		$3.89K Buy
162
+26
+19% +$645 ﹤0.01% 1215
2024
Q3 		$3.49K Buy
136
+76
+127% +$1.54K ﹤0.01% 1249
2024
Q2 		$1.07K Sell
60
-12
-17% -$290 ﹤0.01% 1653
2024
Q1 		$2.18K Sell
72
-3
-4% -$99 ﹤0.01% 1411
2023
Q4 		$2.81K Buy
75
+3
+4% +$108 ﹤0.01% 1286
2023
Q3 		$2.57K Hold
72
– – ﹤0.01% 1266
2023
Q2 		$2.53K Buy
72
+25
+53% +$703 ﹤0.01% 1297
2023
Q1 		$1.17K Buy
47
+1
+2% +$24 ﹤0.01% 1533
2022
Q4 		$938 Buy
46
+25
+119% +$475 ﹤0.01% 1619
2022
Q3 		$0 Sell
21
-29
-58% -$904 ﹤0.01% 1838
2022
Q2 		$2K Buy
50
+15
+43% +$401 ﹤0.01% 1339
2022
Q1 		$1K Buy
+35
New +$965 ﹤0.01% 1675

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

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

JFS Wealth Advisors reduced its Li Auto (LI) stake by 59% in Q2 2026, selling an estimated $1.79K and leaving 77 shares worth $904. The position accounts for ﹤0.01% of the portfolio, ranked #1834.

JFS Wealth Advisors first reported a position in LI in Q1 2022 and has held it in 18 quarters since. The position peaked at $5.39K in Q2 2025. 160 funds tracked by Wall St. Rank hold LI as of Q2 2026.

  • JFS Wealth Advisors held 77 shares of Li Auto worth $904 as of Q2 2026.
  • JFS Wealth Advisors sold 109 Li Auto shares in Q2 2026, an estimated $1.79K.
  • Li Auto made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1834 holding.
  • JFS Wealth Advisors first reported a position in Li Auto in Q1 2022 and has held it in 18 quarters since.
  • JFS Wealth Advisors's Li Auto position peaked at $5.39K in Q2 2025.
  • 160 funds tracked by Wall St. Rank held Li Auto as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.