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Clearstead Trust’s XP XP Stock Holding History

Clearstead Trust’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 		$6.98K Hold
429
– – ﹤0.01% 703
2026
Q1 		$8.17K Hold
429
– – ﹤0.01% 638
2025
Q4 		$7.02K Sell
429
-31
-7% -$546 ﹤0.01% 676
2025
Q3 		$8.64K Buy
460
+31
+7% +$556 ﹤0.01% 620
2025
Q2 		$8.67K Hold
429
– – ﹤0.01% 624
2025
Q1 		$5.9K Buy
+429
New +$5.91K ﹤0.01% 565

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 Trust's XP Position: Q2 2026 in Review

Clearstead Trust held its XP (XP) position steady in Q2 2026 at 429 shares worth $6.98K. The position accounts for ﹤0.01% of the portfolio, ranked #703.

Clearstead Trust first reported a position in XP in Q1 2025 and has held it in 6 quarters since. The position peaked at $8.67K in Q2 2025. 320 funds tracked by Wall St. Rank hold XP as of Q2 2026.

  • Clearstead Trust held 429 shares of XP worth $6.98K as of Q2 2026.
  • Clearstead Trust left its XP share count unchanged in Q2 2026.
  • XP made up ﹤0.01% of Clearstead Trust's portfolio in Q2 2026, its #703 holding.
  • Clearstead Trust first reported a position in XP in Q1 2025 and has held it in 6 quarters since.
  • Clearstead Trust's XP position peaked at $8.67K in Q2 2025.
  • 320 funds tracked by Wall St. Rank held XP as of Q2 2026.

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