Root Financial Partners’s Li Auto LI Stock Holding History

Root Financial Partners’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
2026 Q2	–	Sell	-23	Closed	-$410	–	1958
2026 Q1	$410	Buy	+23	New	+$402	﹤0.01%	2931

Other funds holding LI

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

XXIP

Xiamen Xinweidachuang Investment Partnership Xiamen, China $57.8M AUM 56.69% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

SIH Partners Wilmington, Delaware $15.9B AUM 46.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Root Financial Partners's LI Position: Q2 2026 in Review

Root Financial Partners sold out of Li Auto (LI) in Q2 2026, closing a stake of 23 shares — an estimated $410 sold.

Root Financial Partners first reported a position in LI in Q1 2026 and held it in 1 quarter. The position peaked at $410 in Q1 2026. 159 funds tracked by Wall St. Rank hold LI as of Q2 2026.

Root Financial Partners reported no remaining Li Auto position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 23 Li Auto shares in Q2 2026, an estimated $410.
Root Financial Partners first reported a position in Li Auto in Q1 2026 and held it in 1 quarter.
Root Financial Partners's Li Auto position peaked at $410 in Q1 2026.
159 funds tracked by Wall St. Rank held Li Auto as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.