Sequoia Financial Advisors’s XPeng XPEV Stock Holding History

Sequoia Financial Advisors’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	$418K	Buy	24,450 +6,414	+36%	+$119K	﹤0.01%	1377
2025 Q4	$366K	Sell	18,036 -153	-0.8%	-$3.32K	﹤0.01%	1454
2025 Q3	$426K	Buy	18,189 +3,763	+26%	+$75.5K	﹤0.01%	1208
2025 Q2	$258K	Buy	14,426 +294	+2%	+$5.74K	﹤0.01%	1344
2025 Q1	$293K	Sell	14,132 -254	-2%	-$4.57K	﹤0.01%	1070
2024 Q4	$170K	Buy	14,386 +1,027	+8%	+$12.7K	﹤0.01%	1246
2024 Q3	$163K	Buy	13,359 +2,609	+24%	+$21.6K	﹤0.01%	1187
2024 Q2	$78.8K	Sell	10,750 -5,477	-34%	-$43.2K	﹤0.01%	1176
2024 Q1	$125K	Buy	16,227 +115	+0.7%	+$1.11K	﹤0.01%	1103
2023 Q4	$235K	Buy	16,112 +322	+2%	+$5.12K	﹤0.01%	1032
2023 Q3	$290K	Buy	15,790 +451	+3%	+$7.65K	0.01%	705
2023 Q2	$206K	Buy	15,339 +5,129	+50%	+$50.5K	﹤0.01%	858
2023 Q1	$113K	Buy	+10,210	New	+$98.7K	﹤0.01%	798

Other funds holding XPEV

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

TMT General Partner Hong Kong $250M AUM 6.05% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Ghisallo Capital Management Boston, Massachusetts $3.63B AUM 30.51% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B 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

Primavera Capital Management George Town, Cayman Islands $648M AUM 6.1% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return