Modern Wealth Management’s Li Auto LI Stock Holding History

Modern Wealth Management’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
2025 Q4	–	Sell	-9,839	Closed	-$249K	–	872
2025 Q3	$249K	Sell	9,839 -571	-5%	-$14.8K	﹤0.01%	700
2025 Q2	$282K	Buy	+10,410	New	+$275K	0.01%	625

Other funds holding LI

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 New York $1.66T AUM 25.57% 1-Year Est. Return

SIH Partners Wilmington, Delaware $7.58B AUM 5.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Modern Wealth Management's LI Position: Q4 2025 in Review

Modern Wealth Management sold out of Li Auto (LI) in Q4 2025, closing a stake of 9,839 shares — an estimated $249K sold.

Modern Wealth Management first reported a position in LI in Q2 2025 and held it in 2 quarters. The position peaked at $282K in Q2 2025. 162 funds tracked by Wall St. Rank hold LI as of Q4 2025.

Modern Wealth Management reported no remaining Li Auto position as of Q4 2025 after selling out during the quarter.
Modern Wealth Management sold 9,839 Li Auto shares in Q4 2025, an estimated $249K.
Modern Wealth Management first reported a position in Li Auto in Q2 2025 and held it in 2 quarters.
Modern Wealth Management's Li Auto position peaked at $282K in Q2 2025.
162 funds tracked by Wall St. Rank held Li Auto as of Q4 2025.

Based on Modern Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.