Morton Brown Family Wealth’s XPeng XPEV Stock Holding History

Morton Brown Family Wealth’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 Q1	–	Sell	-50	Closed	-$591	–	355
2024 Q4	$591	Hold	50	–	–	﹤0.01%	259
2024 Q3	$609	Buy	+50	New	+$414	﹤0.01%	246

Other funds holding XPEV

Alibaba Group Causeway Bay, Hong Kong $653M AUM 16.11% 1-Year Est. Return

TGP

TMT General Partner Hong Kong $250M AUM 6.05% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

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

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

PCM

Primavera Capital Management George Town, Cayman Islands $648M AUM 6.1% 1-Year Est. Return

Morton Brown Family Wealth's XPEV Position: Q1 2025 in Review

Morton Brown Family Wealth sold out of XPeng (XPEV) in Q1 2025, closing a stake of 50 shares — an estimated $591 sold.

Morton Brown Family Wealth first reported a position in XPEV in Q3 2024 and held it in 2 quarters. The position peaked at $609 in Q3 2024. 206 funds tracked by Wall St. Rank hold XPEV as of Q1 2025.

Morton Brown Family Wealth reported no remaining XPeng position as of Q1 2025 after selling out during the quarter.
Morton Brown Family Wealth sold 50 XPeng shares in Q1 2025, an estimated $591.
Morton Brown Family Wealth first reported a position in XPeng in Q3 2024 and held it in 2 quarters.
Morton Brown Family Wealth's XPeng position peaked at $609 in Q3 2024.
206 funds tracked by Wall St. Rank held XPeng as of Q1 2025.

Based on Morton Brown Family Wealth's 13F filing for Q1 2025, filed 25 Apr 2025.