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XPEV icon

Venturi Wealth Management’s XPeng XPEV Stock Holding History

Venturi Wealth Management’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 		$282K Buy
16,481
+6,571
+66% +$122K 0.01% 488
2025
Q4 		$201K Sell
9,910
-713
-7% -$15.5K 0.01% 561
2025
Q3 		$249K Buy
+10,623
New +$213K 0.01% 487
2025
Q1 		– Sell
-9,122
Closed -$108K – 1874
2024
Q4 		$108K Buy
9,122
+64
+0.7% +$791 0.01% 740
2024
Q3 		$110K Buy
+9,058
New +$75.1K 0.01% 535

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 $250M AUM 6.05% 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

Venturi Wealth Management's XPEV Position: Q1 2026 in Review

Venturi Wealth Management increased its XPeng (XPEV) stake by 66% in Q1 2026, buying an estimated $122K and bringing the position to 16,481 shares worth $282K. The position accounts for 0.01% of the portfolio, ranked #488.

Venturi Wealth Management first reported a position in XPEV in Q3 2024 and has held it in 5 quarters since. 233 funds tracked by Wall St. Rank hold XPEV as of Q1 2026.

  • Venturi Wealth Management held 16,481 shares of XPeng worth $282K as of Q1 2026.
  • Venturi Wealth Management bought 6,571 XPeng shares in Q1 2026, an estimated $122K.
  • XPeng made up 0.01% of Venturi Wealth Management's portfolio in Q1 2026, its #488 holding.
  • Venturi Wealth Management first reported a position in XPeng in Q3 2024 and has held it in 5 quarters since.
  • 233 funds tracked by Wall St. Rank held XPeng as of Q1 2026.

Based on Venturi Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.