CMA
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Cedar Mountain Advisors’s XP XP Stock Holding History

Cedar Mountain 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 		$6.89K Hold
424
– – ﹤0.01% 601
2026
Q1 		$8.07K Buy
+424
New +$8.19K ﹤0.01% 517

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

Cedar Mountain Advisors's XP Position: Q2 2026 in Review

Cedar Mountain Advisors held its XP (XP) position steady in Q2 2026 at 424 shares worth $6.89K. The position accounts for ﹤0.01% of the portfolio, ranked #601.

Cedar Mountain Advisors first reported a position in XP in Q1 2026 and has held it in 2 quarters since. The position peaked at $8.07K in Q1 2026. 320 funds tracked by Wall St. Rank hold XP as of Q2 2026.

  • Cedar Mountain Advisors held 424 shares of XP worth $6.89K as of Q2 2026.
  • Cedar Mountain Advisors left its XP share count unchanged in Q2 2026.
  • XP made up ﹤0.01% of Cedar Mountain Advisors's portfolio in Q2 2026, its #601 holding.
  • Cedar Mountain Advisors first reported a position in XP in Q1 2026 and has held it in 2 quarters since.
  • Cedar Mountain Advisors's XP position peaked at $8.07K in Q1 2026.
  • 320 funds tracked by Wall St. Rank held XP as of Q2 2026.

Based on Cedar Mountain Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.