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Sowell Financial Services’s Li Auto LI Stock Holding History

Sowell Financial Services’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
Q2 		$149K Buy
+12,672
New +$208K ﹤0.01% 1116
2021
Q2 		– Sell
-100
Closed -$2K – 1752
2021
Q1 		$2K Buy
+100
New +$2.89K ﹤0.01% 2829

Other funds holding LI

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XXIP
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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
SP
SIH Partners Wilmington, Delaware $15.9B AUM 46.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Sowell Financial Services's LI Position: Q2 2026 in Review

Sowell Financial Services opened a new position in Li Auto (LI) in Q2 2026: 12,672 shares worth $149K. The stake represents ﹤0.01% of the portfolio and ranks #1116 among its holdings. This is a return to the name: Sowell Financial Services previously reported a position in LI as recently as Q1 2021.

Sowell Financial Services first reported a position in LI in Q1 2021 and has held it in 2 quarters since. 160 funds tracked by Wall St. Rank hold LI as of Q2 2026.

  • Sowell Financial Services held 12,672 shares of Li Auto worth $149K as of Q2 2026.
  • Li Auto was a new Sowell Financial Services position in Q2 2026.
  • Li Auto made up ﹤0.01% of Sowell Financial Services's portfolio in Q2 2026, its #1116 holding.
  • Sowell Financial Services first reported a position in Li Auto in Q1 2021 and has held it in 2 quarters since.
  • 160 funds tracked by Wall St. Rank held Li Auto as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.