PWPS
XPEV icon

Pinnacle Wealth Planning Services’s XPeng XPEV Stock Holding History

Pinnacle Wealth Planning Services’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 		$57.1K Sell
4,313
-55
-1% -$872 0.01% 1175
2026
Q1 		$74.7K Sell
4,368
-337
-7% -$6.25K 0.01% 975
2025
Q4 		$95.4K Buy
+4,705
New +$102K 0.01% 805

Other funds holding XPEV

AG
Alibaba Group Causeway Bay, Hong Kong $509M AUM 25.62% 1-Year Est. Return
Primecap Management
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GCM
Ghisallo Capital Management Boston, Massachusetts $5.1B AUM 39.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
PCM
Primavera Capital Management George Town, Cayman Islands $565M AUM 11.43% 1-Year Est. Return

Pinnacle Wealth Planning Services's XPEV Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its XPeng (XPEV) stake by 1.3% in Q2 2026, selling an estimated $872 and leaving 4,313 shares worth $57.1K. The position accounts for 0.01% of the portfolio, ranked #1175.

Pinnacle Wealth Planning Services first reported a position in XPEV in Q4 2025 and has held it in 3 quarters since. The position peaked at $95.4K in Q4 2025. 220 funds tracked by Wall St. Rank hold XPEV as of Q2 2026.

  • Pinnacle Wealth Planning Services held 4,313 shares of XPeng worth $57.1K as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 55 XPeng shares in Q2 2026, an estimated $872.
  • XPeng made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1175 holding.
  • Pinnacle Wealth Planning Services first reported a position in XPeng in Q4 2025 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's XPeng position peaked at $95.4K in Q4 2025.
  • 220 funds tracked by Wall St. Rank held XPeng as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.