BTI
XP icon

Blue Trust Inc’s XP XP Stock Holding History

Blue Trust Inc’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 		$39.9K Sell
2,452
-1,212
-33% -$21.6K ﹤0.01% 1437
2026
Q1 		$69.8K Sell
3,664
-299
-8% -$5.78K ﹤0.01% 1187
2025
Q4 		$64.9K Sell
3,963
-87
-2% -$1.53K ﹤0.01% 1248
2025
Q3 		$76.1K Sell
4,050
-210
-5% -$3.77K ﹤0.01% 1193
2025
Q2 		$86.1K Sell
4,260
-276
-6% -$4.77K ﹤0.01% 1106
2025
Q1 		$62.4K Buy
4,536
+4,463
+6,114% +$61.4K ﹤0.01% 1230
2024
Q4 		$865 Sell
73
-682
-90% -$10.7K ﹤0.01% 2292
2024
Q3 		$13.3K Buy
755
+462
+158% +$8.42K ﹤0.01% 2097
2024
Q2 		$7.52K Buy
293
+220
+301% +$4.54K ﹤0.01% 2035
2024
Q1 		$1.87K Sell
73
-129
-64% -$3.23K ﹤0.01% 1838
2023
Q4 		$5K Buy
202
+129
+177% +$2.94K ﹤0.01% 1876
2023
Q3 		$2K Sell
73
-9
-11% -$226 ﹤0.01% 1867
2023
Q2 		$1K Buy
82
+9
+12% +$153 ﹤0.01% 1957
2023
Q1 		$1K Sell
73
-12
-14% -$171 ﹤0.01% 2236
2022
Q4 		$2K Buy
85
+74
+673% +$1.29K ﹤0.01% 1977
2022
Q3 		$0 Sell
11
-2,143
-99% -$42.5K ﹤0.01% 2358
2022
Q2 		$65K Buy
+2,154
New +$49.6K ﹤0.01% 625

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

Blue Trust Inc's XP Position: Q2 2026 in Review

Blue Trust Inc reduced its XP (XP) stake by 33% in Q2 2026, selling an estimated $21.6K and leaving 2,452 shares worth $39.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1437.

Blue Trust Inc first reported a position in XP in Q2 2022 and has held it in 17 quarters since. The position peaked at $86.1K in Q2 2025. 320 funds tracked by Wall St. Rank hold XP as of Q2 2026.

  • Blue Trust Inc held 2,452 shares of XP worth $39.9K as of Q2 2026.
  • Blue Trust Inc sold 1,212 XP shares in Q2 2026, an estimated $21.6K.
  • XP made up ﹤0.01% of Blue Trust Inc's portfolio in Q2 2026, its #1437 holding.
  • Blue Trust Inc first reported a position in XP in Q2 2022 and has held it in 17 quarters since.
  • Blue Trust Inc's XP position peaked at $86.1K in Q2 2025.
  • 320 funds tracked by Wall St. Rank held XP as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.