Activest Wealth Management’s XP XP Stock Holding History

Activest Wealth Management’s Portfolio XP Stock Details XP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.37K	Buy	124 +8	+7%	+$155	﹤0.01%	926
2025 Q4	$1.9K	Buy	116 +3	+3%	+$53	﹤0.01%	898
2025 Q3	$2.12K	Hold	113	–	–	﹤0.01%	777
2025 Q2	$2.28K	Sell	113 -99	-47%	-$1.71K	﹤0.01%	670
2025 Q1	$2.92K	Buy	212 +100	+89%	+$1.38K	﹤0.01%	589
2024 Q4	$1.33K	Buy	112 +7	+7%	+$110	﹤0.01%	451
2024 Q3	$1.89K	Hold	105	–	–	﹤0.01%	433
2024 Q2	$1.85K	Hold	105	–	–	﹤0.01%	403
2024 Q1	$2.71K	Hold	105	–	–	﹤0.01%	291
2023 Q4	$2.75K	Buy	105 +2	+2%	+$46	﹤0.01%	255
2023 Q3	$2.36K	Buy	103 +3	+3%	+$75	﹤0.01%	264
2023 Q2	$0	Buy	+100	New	+$1.7K	﹤0.01%	437

Other funds holding XP

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

ARGA Investment Management Stamford, Connecticut $3.05B AUM 47.96% 1-Year Est. Return

General Atlantic New York $2.15B AUM 35.02% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ninety One (UK)

Ninety One (UK) London, United Kingdom $43.1B AUM 23.42% 1-Year Est. Return

Arrowstreet Capital

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return