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
Q2 		$359K Buy
22,075
+9,145
+71% +$163K ﹤0.01% 2665
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 $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 $3.38T AUM 44.17% 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

Cerity Partners's XP Position: Q2 2026 in Review

Cerity Partners increased its XP (XP) stake by 71% in Q2 2026, buying an estimated $163K and bringing the position to 22,075 shares worth $359K. The position accounts for ﹤0.01% of the portfolio, ranked #2665.

Cerity Partners first reported a position in XP in Q1 2022 and has held it in 6 quarters since. 320 funds tracked by Wall St. Rank hold XP as of Q2 2026.

  • Cerity Partners held 22,075 shares of XP worth $359K as of Q2 2026.
  • Cerity Partners bought 9,145 XP shares in Q2 2026, an estimated $163K.
  • XP made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #2665 holding.
  • Cerity Partners first reported a position in XP in Q1 2022 and has held it in 6 quarters since.
  • 320 funds tracked by Wall St. Rank held XP as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.