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Atria Wealth Solutions’s XP XP Stock Holding History

Atria Wealth Solutions’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
-10,000
Closed -$138K – 1935
2025
Q1 		$138K Buy
+10,000
New +$138K ﹤0.01% 1772
2024
Q4 		– Sell
-10,000
Closed -$179K – 2104
2024
Q3 		$179K Buy
+10,000
New +$182K ﹤0.01% 1809

Other funds holding XP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
GA
General Atlantic New York $2.91B AUM 24.21% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
ACGDR
Atmos Capital Gestao de Recursos Leblon - Rio De Janeiro, Brazil $832M AUM 5.47% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

Atria Wealth Solutions's XP Position: Q2 2025 in Review

Atria Wealth Solutions sold out of XP (XP) in Q2 2025, closing a stake of 10,000 shares — an estimated $138K sold.

Atria Wealth Solutions first reported a position in XP in Q3 2024 and held it in 2 quarters. The position peaked at $179K in Q3 2024. 313 funds tracked by Wall St. Rank hold XP as of Q2 2025.

  • Atria Wealth Solutions reported no remaining XP position as of Q2 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 10,000 XP shares in Q2 2025, an estimated $138K.
  • Atria Wealth Solutions first reported a position in XP in Q3 2024 and held it in 2 quarters.
  • Atria Wealth Solutions's XP position peaked at $179K in Q3 2024.
  • 313 funds tracked by Wall St. Rank held XP as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.