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 Q2	$2.03K	Buy	125 +1	+0.8%	+$18	﹤0.01%	851
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%	435

Other funds holding XP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

AIM

ARGA Investment Management Stamford, Connecticut $3.92B AUM 35.93% 1-Year Est. Return

General Atlantic New York $2.91B AUM 24.21% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Activest Wealth Management's XP Position: Q2 2026 in Review

Activest Wealth Management increased its XP (XP) stake by 0.81% in Q2 2026, buying an estimated $18 and bringing the position to 125 shares worth $2.03K. The position accounts for ﹤0.01% of the portfolio, ranked #851.

Activest Wealth Management first reported a position in XP in Q2 2023 and has held it in 13 quarters since. The position peaked at $2.92K in Q1 2025. 320 funds tracked by Wall St. Rank hold XP as of Q2 2026.

Activest Wealth Management held 125 shares of XP worth $2.03K as of Q2 2026.
Activest Wealth Management bought 1 XP share in Q2 2026, an estimated $18.
XP made up ﹤0.01% of Activest Wealth Management's portfolio in Q2 2026, its #851 holding.
Activest Wealth Management first reported a position in XP in Q2 2023 and has held it in 13 quarters since.
Activest Wealth Management's XP position peaked at $2.92K in Q1 2025.
320 funds tracked by Wall St. Rank held XP as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.