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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
Q2 		– Sell
-565
Closed -$9.67K – 3232
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 $509M AUM 25.62% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
TGP
TMT General Partner Hong Kong $194M AUM 27.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GCM
Ghisallo Capital Management Boston, Massachusetts $5.1B AUM 39.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
PCM
Primavera Capital Management George Town, Cayman Islands $565M AUM 11.43% 1-Year Est. Return

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

Root Financial Partners sold out of XPeng (XPEV) in Q2 2026, closing a stake of 565 shares — an estimated $9.67K sold.

Root Financial Partners first reported a position in XPEV in Q3 2025 and held it in 3 quarters. The position peaked at $23.4K in Q3 2025. 219 funds tracked by Wall St. Rank hold XPEV as of Q2 2026.

  • Root Financial Partners reported no remaining XPeng position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 565 XPeng shares in Q2 2026, an estimated $9.67K.
  • Root Financial Partners first reported a position in XPeng in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's XPeng position peaked at $23.4K in Q3 2025.
  • 219 funds tracked by Wall St. Rank held XPeng as of Q2 2026.

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