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
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 $653M AUM 16.11% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
TGP
TMT General Partner Hong Kong $250M AUM 6.05% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
GCM
Ghisallo Capital Management Boston, Massachusetts $3.63B AUM 30.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
PCM
Primavera Capital Management George Town, Cayman Islands $648M AUM 6.1% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Pinnacle Wealth Planning Services's XPEV Position: Q1 2026 in Review

Pinnacle Wealth Planning Services reduced its XPeng (XPEV) stake by 7.2% in Q1 2026, selling an estimated $6.25K and leaving 4,368 shares worth $74.7K. The position accounts for 0.01% of the portfolio, ranked #975.

Pinnacle Wealth Planning Services first reported a position in XPEV in Q4 2025 and has held it in 2 quarters since. The position peaked at $95.4K in Q4 2025. 233 funds tracked by Wall St. Rank hold XPEV as of Q1 2026.

  • Pinnacle Wealth Planning Services held 4,368 shares of XPeng worth $74.7K as of Q1 2026.
  • Pinnacle Wealth Planning Services sold 337 XPeng shares in Q1 2026, an estimated $6.25K.
  • XPeng made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #975 holding.
  • Pinnacle Wealth Planning Services first reported a position in XPeng in Q4 2025 and has held it in 2 quarters since.
  • Pinnacle Wealth Planning Services's XPeng position peaked at $95.4K in Q4 2025.
  • 233 funds tracked by Wall St. Rank held XPeng as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.