PWA
XPEV icon

Physician Wealth Advisors’s XPeng XPEV Stock Holding History

Physician Wealth 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
2026
Q2 		$226 Hold
17
– – ﹤0.01% 2303
2026
Q1 		$291 Buy
+17
New +$315 ﹤0.01% 2011
2025
Q4 		– Sell
-44
Closed -$1.03K – 2165
2025
Q3 		$1.03K Sell
44
-16
-27% -$321 ﹤0.01% 1555
2025
Q2 		$1.07K Buy
+60
New +$1.17K ﹤0.01% 1379

Other funds holding XPEV

VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
PCM
Ping Capital Management New York $401M AUM 32.08% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
GXJ
Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Physician Wealth Advisors's XPEV Position: Q2 2026 in Review

Physician Wealth Advisors held its XPeng (XPEV) position steady in Q2 2026 at 17 shares worth $226. The position accounts for ﹤0.01% of the portfolio, ranked #2303.

Physician Wealth Advisors first reported a position in XPEV in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.07K in Q2 2025. 19 funds tracked by Wall St. Rank hold XPEV as of Q2 2026.

  • Physician Wealth Advisors held 17 shares of XPeng worth $226 as of Q2 2026.
  • Physician Wealth Advisors left its XPeng share count unchanged in Q2 2026.
  • XPeng made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #2303 holding.
  • Physician Wealth Advisors first reported a position in XPeng in Q2 2025 and has held it in 4 quarters since.
  • Physician Wealth Advisors's XPeng position peaked at $1.07K in Q2 2025.
  • 19 funds tracked by Wall St. Rank held XPeng as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.