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Clearstead Advisors’s XP XP Stock Holding History

Clearstead 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 		$1.32K Buy
81
+54
+200% +$963 ﹤0.01% 2616
2026
Q1 		$515 Sell
27
-55
-67% -$1.06K ﹤0.01% 2117
2025
Q4 		$1.34K Sell
82
-128
-61% -$2.25K ﹤0.01% 2191
2025
Q3 		$3.95K Buy
210
+122
+139% +$2.19K ﹤0.01% 2248
2025
Q2 		$1.78K Buy
88
+41
+87% +$708 ﹤0.01% 2345
2025
Q1 		$647 Buy
+47
New +$647 ﹤0.01% 2038
2024
Q3 		– Sell
-234
Closed -$4.12K – 2123
2024
Q2 		$4.12K Hold
234
– – ﹤0.01% 1716
2024
Q1 		$5.1K Sell
234
-84
-26% -$2.11K ﹤0.01% 1170
2023
Q4 		$8.29K Buy
+318
New +$7.26K ﹤0.01% 1095

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

Clearstead Advisors's XP Position: Q2 2026 in Review

Clearstead Advisors increased its XP (XP) stake by 200% in Q2 2026, buying an estimated $963 and bringing the position to 81 shares worth $1.32K. The position accounts for ﹤0.01% of the portfolio, ranked #2616.

Clearstead Advisors first reported a position in XP in Q4 2023 and has held it in 9 quarters since. The position peaked at $8.29K in Q4 2023. 320 funds tracked by Wall St. Rank hold XP as of Q2 2026.

  • Clearstead Advisors held 81 shares of XP worth $1.32K as of Q2 2026.
  • Clearstead Advisors bought 54 XP shares in Q2 2026, an estimated $963.
  • XP made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2616 holding.
  • Clearstead Advisors first reported a position in XP in Q4 2023 and has held it in 9 quarters since.
  • Clearstead Advisors's XP position peaked at $8.29K in Q4 2023.
  • 320 funds tracked by Wall St. Rank held XP as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.