RFP
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
Q1 		$9.67K Buy
565
+10
+2% +$186 ﹤0.01% 1702
2025
Q4 		$11.3K Sell
555
-445
-45% -$9.66K ﹤0.01% 1451
2025
Q3 		$23.4K Buy
+1,000
New +$20.1K ﹤0.01% 1034

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 $194M AUM 27.5% 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

Root Financial Partners's XPEV Position: Q1 2026 in Review

Root Financial Partners increased its XPeng (XPEV) stake by 1.8% in Q1 2026, buying an estimated $186 and bringing the position to 565 shares worth $9.67K. The position accounts for ﹤0.01% of the portfolio, ranked #1702.

Root Financial Partners first reported a position in XPEV in Q3 2025 and has held it in 3 quarters since. The position peaked at $23.4K in Q3 2025. 234 funds tracked by Wall St. Rank hold XPEV as of Q1 2026.

  • Root Financial Partners held 565 shares of XPeng worth $9.67K as of Q1 2026.
  • Root Financial Partners bought 10 XPeng shares in Q1 2026, an estimated $186.
  • XPeng made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #1702 holding.
  • Root Financial Partners first reported a position in XPeng in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's XPeng position peaked at $23.4K in Q3 2025.
  • 234 funds tracked by Wall St. Rank held XPeng as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.