UFPG
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United Financial Planning Group’s Li Auto LI Stock Holding History

United Financial Planning Group’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
2025
Q4 		– Sell
-125
Closed -$59.4K – 501
2025
Q3 		$59.4K Buy
+125
New +$3.24K 0.04% 75

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
SP
SIH Partners Wilmington, Delaware $15.9B AUM 46.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

United Financial Planning Group's LI Position: Q4 2025 in Review

United Financial Planning Group sold out of Li Auto (LI) in Q4 2025, closing a stake of 125 shares — an estimated $59.4K sold.

United Financial Planning Group first reported a position in LI in Q3 2025 and held it in 1 quarter. The position peaked at $59.4K in Q3 2025. 163 funds tracked by Wall St. Rank hold LI as of Q4 2025.

  • United Financial Planning Group reported no remaining Li Auto position as of Q4 2025 after selling out during the quarter.
  • United Financial Planning Group sold 125 Li Auto shares in Q4 2025, an estimated $59.4K.
  • United Financial Planning Group first reported a position in Li Auto in Q3 2025 and held it in 1 quarter.
  • United Financial Planning Group's Li Auto position peaked at $59.4K in Q3 2025.
  • 163 funds tracked by Wall St. Rank held Li Auto as of Q4 2025.

Based on United Financial Planning Group's 13F filing for Q4 2025, filed 11 Feb 2026.