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Atria Investments’s XP XP Stock Holding History

Atria Investments’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 		– Sell
-22,495
Closed -$428K – 2275
2026
Q1 		$428K Sell
22,495
-11,817
-34% -$228K ﹤0.01% 1529
2025
Q4 		$562K Sell
34,312
-2,591
-7% -$45.6K 0.01% 1369
2025
Q3 		$693K Buy
+36,903
New +$662K 0.01% 1240
2024
Q4 		– Sell
-12,275
Closed -$220K – 2005
2024
Q3 		$220K Sell
12,275
-5,503
-31% -$100K ﹤0.01% 1780
2024
Q2 		$313K Sell
17,778
-37,286
-68% -$770K ﹤0.01% 1561
2024
Q1 		$1.41M Sell
55,064
-3,826
-6% -$96K 0.02% 794
2023
Q4 		$1.54M Sell
58,890
-1,178
-2% -$26.9K 0.02% 706
2023
Q3 		$1.38M Buy
+60,068
New +$1.51M 0.02% 709

Other funds holding XP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
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
GA
General Atlantic New York $2.91B AUM 24.21% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Atria Investments's XP Position: Q2 2026 in Review

Atria Investments sold out of XP (XP) in Q2 2026, closing a stake of 22,495 shares — an estimated $428K sold.

Atria Investments first reported a position in XP in Q3 2023 and held it in 8 quarters. The position peaked at $1.54M in Q4 2023. 320 funds tracked by Wall St. Rank hold XP as of Q2 2026.

  • Atria Investments reported no remaining XP position as of Q2 2026 after selling out during the quarter.
  • Atria Investments sold 22,495 XP shares in Q2 2026, an estimated $428K.
  • Atria Investments first reported a position in XP in Q3 2023 and held it in 8 quarters.
  • Atria Investments's XP position peaked at $1.54M in Q4 2023.
  • 320 funds tracked by Wall St. Rank held XP as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.