Root Financial Partners
LI icon

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
Q3 		$318 Buy
+28
New +$344 ﹤0.01% 3386
2026
Q2 		– Sell
-23
Closed -$410 – 1958
2026
Q1 		$410 Buy
+23
New +$402 ﹤0.01% 2931

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Ethic Inc
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Profund Advisors
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Ping Capital Management
Ping Capital Management New York $541M AUM 40.31% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
Nykredit A/S
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Vise Technologies
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Root Financial Partners's LI Position: Q3 2026 in Review

Root Financial Partners opened a new position in Li Auto (LI) in Q3 2026: 28 shares worth $318. The stake represents ﹤0.01% of the portfolio and ranks #3386 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in LI as recently as Q1 2026.

Root Financial Partners first reported a position in LI in Q1 2026 and has held it in 2 quarters since. The position peaked at $410 in Q1 2026. 70 funds tracked by Wall St. Rank hold LI as of Q3 2026.

  • Root Financial Partners held 28 shares of Li Auto worth $318 as of Q3 2026.
  • Li Auto was a new Root Financial Partners position in Q3 2026.
  • Li Auto made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #3386 holding.
  • Root Financial Partners first reported a position in Li Auto in Q1 2026 and has held it in 2 quarters since.
  • Root Financial Partners's Li Auto position peaked at $410 in Q1 2026.
  • 70 funds tracked by Wall St. Rank held Li Auto as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.