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 Q2	–	Sell	-16,481	Closed	-$282K	–	689
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

Alibaba Group Causeway Bay, Hong Kong $509M AUM 25.62% 1-Year Est. Return

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 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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

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

Venturi Wealth Management's XPEV Position: Q2 2026 in Review

Venturi Wealth Management sold out of XPeng (XPEV) in Q2 2026, closing a stake of 16,481 shares — an estimated $282K sold.

Venturi Wealth Management first reported a position in XPEV in Q3 2024 and held it in 5 quarters. The position peaked at $282K in Q1 2026. 220 funds tracked by Wall St. Rank hold XPEV as of Q2 2026.

Venturi Wealth Management reported no remaining XPeng position as of Q2 2026 after selling out during the quarter.
Venturi Wealth Management sold 16,481 XPeng shares in Q2 2026, an estimated $282K.
Venturi Wealth Management first reported a position in XPeng in Q3 2024 and held it in 5 quarters.
Venturi Wealth Management's XPeng position peaked at $282K in Q1 2026.
220 funds tracked by Wall St. Rank held XPeng as of Q2 2026.

Based on Venturi Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.