CCM
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Coldstream Capital Management’s XP XP Stock Holding History

Coldstream Capital Management’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
2025
Q2 		– Sell
-966
Closed -$13.3K – 3405
2025
Q1 		$13.3K Buy
+966
New +$13.3K ﹤0.01% 2271

Other funds holding XP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
GA
General Atlantic New York $2.15B AUM 35.02% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
ACGDR
Atmos Capital Gestao de Recursos Leblon - Rio De Janeiro, Brazil $714M AUM 35.97% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

Coldstream Capital Management's XP Position: Q2 2025 in Review

Coldstream Capital Management sold out of XP (XP) in Q2 2025, closing a stake of 966 shares — an estimated $13.3K sold.

Coldstream Capital Management first reported a position in XP in Q1 2025 and held it in 1 quarter. The position peaked at $13.3K in Q1 2025. 313 funds tracked by Wall St. Rank hold XP as of Q2 2025.

  • Coldstream Capital Management reported no remaining XP position as of Q2 2025 after selling out during the quarter.
  • Coldstream Capital Management sold 966 XP shares in Q2 2025, an estimated $13.3K.
  • Coldstream Capital Management first reported a position in XP in Q1 2025 and held it in 1 quarter.
  • Coldstream Capital Management's XP position peaked at $13.3K in Q1 2025.
  • 313 funds tracked by Wall St. Rank held XP as of Q2 2025.

Based on Coldstream Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.