Root Financial Partners
XPEV icon

Root Financial Partners’s XPeng XPEV Stock Holding History

Root Financial Partners’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
Q3 		$5.32K Buy
+557
New +$6.59K ﹤0.01% 2204
2026
Q2 		– Sell
-565
Closed -$9.7K – 3232
2026
Q1 		$9.7K Buy
565
+10
+2% +$186 ﹤0.01% 1702
2025
Q4 		$11.3K Sell
555
-445
-45% -$9.7K ﹤0.01% 1451
2025
Q3 		$23.4K Buy
+1,000
New +$20.1K ﹤0.01% 1034

Other funds holding XPEV

Primecap Management
Primecap Management Pasadena, California $161B AUM 86.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
TMT General Partner
TMT General Partner Hong Kong $154M AUM 57.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Primavera Capital Management
Primavera Capital Management George Town, Cayman Islands $558M AUM 11.92% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Root Financial Partners's XPEV Position: Q3 2026 in Review

Root Financial Partners opened a new position in XPeng (XPEV) in Q3 2026: 557 shares worth $5.32K. The stake represents ﹤0.01% of the portfolio and ranks #2204 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in XPEV as recently as Q1 2026.

Root Financial Partners first reported a position in XPEV in Q3 2025 and has held it in 4 quarters since. The position peaked at $23.4K in Q3 2025. 169 funds tracked by Wall St. Rank hold XPEV as of Q3 2026.

  • Root Financial Partners held 557 shares of XPeng worth $5.32K as of Q3 2026.
  • XPeng was a new Root Financial Partners position in Q3 2026.
  • XPeng made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2204 holding.
  • Root Financial Partners first reported a position in XPeng in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's XPeng position peaked at $23.4K in Q3 2025.
  • 169 funds tracked by Wall St. Rank held XPeng as of Q3 2026.

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