Altshuler Shaham’s XP XP Stock Holding History

Altshuler Shaham’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
2025 Q2	–	Sell	-1,431	Closed	-$19.7K	–	369
2025 Q1	$19.7K	Sell	1,431 -498	-26%	-$6.86K	﹤0.01%	169
2024 Q4	$22.9K	Buy	+1,929	New	+$30.4K	﹤0.01%	205

Other funds holding XP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

ACGDR

Atmos Capital Gestao de Recursos Leblon - Rio De Janeiro, Brazil $714M AUM 35.97% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

Altshuler Shaham's XP Position: Q2 2025 in Review

Altshuler Shaham sold out of XP (XP) in Q2 2025, closing a stake of 1,431 shares — an estimated $19.7K sold.

Altshuler Shaham first reported a position in XP in Q4 2024 and held it in 2 quarters. The position peaked at $22.9K in Q4 2024. 313 funds tracked by Wall St. Rank hold XP as of Q2 2025.

Altshuler Shaham reported no remaining XP position as of Q2 2025 after selling out during the quarter.
Altshuler Shaham sold 1,431 XP shares in Q2 2025, an estimated $19.7K.
Altshuler Shaham first reported a position in XP in Q4 2024 and held it in 2 quarters.
Altshuler Shaham's XP position peaked at $22.9K in Q4 2024.
313 funds tracked by Wall St. Rank held XP as of Q2 2025.

Based on Altshuler Shaham's 13F filing for Q2 2025, filed 14 Aug 2025.