Cerity Partners
XP icon

Cerity Partners’s XP XP Stock Holding History

Cerity Partners’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 		$246K Buy
+12,930
New +$250K ﹤0.01% 2750
2025
Q4 		– Sell
-13,482
Closed -$253K – 3037
2025
Q3 		$253K Buy
+13,482
New +$242K ﹤0.01% 2394
2024
Q3 		– Sell
-14,108
Closed -$248K – 2605
2024
Q2 		$248K Buy
14,108
+603
+4% +$12.5K ﹤0.01% 1918
2024
Q1 		$347K Buy
+13,505
New +$339K ﹤0.01% 1786
2022
Q2 		– Sell
-7,821
Closed -$235K – 1249
2022
Q1 		$235K Buy
+7,821
New +$244K ﹤0.01% 817

Other funds holding XP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
AIM
ARGA Investment Management Stamford, Connecticut $3.05B AUM 47.96% 1-Year Est. Return
GA
General Atlantic New York $2.15B AUM 35.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $185B AUM 39.58% 1-Year Est. Return

Cerity Partners's XP Position: Q1 2026 in Review

Cerity Partners opened a new position in XP (XP) in Q1 2026: 12,930 shares worth $246K. The stake represents ﹤0.01% of the portfolio and ranks #2750 among its holdings. This is a return to the name: Cerity Partners previously reported a position in XP as recently as Q3 2025.

Cerity Partners first reported a position in XP in Q1 2022 and has held it in 5 quarters since. The position peaked at $347K in Q1 2024. 356 funds tracked by Wall St. Rank hold XP as of Q1 2026.

  • Cerity Partners held 12,930 shares of XP worth $246K as of Q1 2026.
  • XP was a new Cerity Partners position in Q1 2026.
  • XP made up ﹤0.01% of Cerity Partners's portfolio in Q1 2026, its #2750 holding.
  • Cerity Partners first reported a position in XP in Q1 2022 and has held it in 5 quarters since.
  • Cerity Partners's XP position peaked at $347K in Q1 2024.
  • 356 funds tracked by Wall St. Rank held XP as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.