BWA
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Basecamp Wealth Advisors’s XP XP Stock Holding History

Basecamp Wealth Advisors’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
-2,429
Closed -$46.2K – 2004
2026
Q1 		$46.2K Sell
2,429
-51
-2% -$986 0.01% 570
2025
Q4 		$40.6K Buy
+2,480
New +$43.7K 0.01% 581

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 $3.37T AUM 44.26% 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

Basecamp Wealth Advisors's XP Position: Q2 2026 in Review

Basecamp Wealth Advisors sold out of XP (XP) in Q2 2026, closing a stake of 2,429 shares — an estimated $46.2K sold.

Basecamp Wealth Advisors first reported a position in XP in Q4 2025 and held it in 2 quarters. The position peaked at $46.2K in Q1 2026. 320 funds tracked by Wall St. Rank hold XP as of Q2 2026.

  • Basecamp Wealth Advisors reported no remaining XP position as of Q2 2026 after selling out during the quarter.
  • Basecamp Wealth Advisors sold 2,429 XP shares in Q2 2026, an estimated $46.2K.
  • Basecamp Wealth Advisors first reported a position in XP in Q4 2025 and held it in 2 quarters.
  • Basecamp Wealth Advisors's XP position peaked at $46.2K in Q1 2026.
  • 320 funds tracked by Wall St. Rank held XP as of Q2 2026.

Based on Basecamp Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.