CWP
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Capital Wealth Planning’s XP XP Stock Holding History

Capital Wealth Planning’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
Q1 		– Sell
-197,874
Closed -$3.2M – 181
2025
Q4 		$3.2M Sell
197,874
-30,158
-13% -$531K 0.02% 109
2025
Q3 		$4.28M Buy
+228,032
New +$4.09M 0.03% 87
2024
Q2 		– Sell
-39,629
Closed -$1.02M – 156
2024
Q1 		$1.02M Buy
39,629
+8,092
+26% +$203K 0.01% 89
2023
Q4 		$822K Buy
+31,537
New +$720K 0.01% 91

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Capital Wealth Planning's XP Position: Q1 2026 in Review

Capital Wealth Planning sold out of XP (XP) in Q1 2026, closing a stake of 197,874 shares — an estimated $3.2M sold.

Capital Wealth Planning first reported a position in XP in Q4 2023 and held it in 4 quarters. The position peaked at $4.28M in Q3 2025. 359 funds tracked by Wall St. Rank hold XP as of Q1 2026.

  • Capital Wealth Planning reported no remaining XP position as of Q1 2026 after selling out during the quarter.
  • Capital Wealth Planning sold 197,874 XP shares in Q1 2026, an estimated $3.2M.
  • Capital Wealth Planning first reported a position in XP in Q4 2023 and held it in 4 quarters.
  • Capital Wealth Planning's XP position peaked at $4.28M in Q3 2025.
  • 359 funds tracked by Wall St. Rank held XP as of Q1 2026.

Based on Capital Wealth Planning's 13F filing for Q1 2026, filed 15 May 2026.