C
XP icon

Covestor’s XP XP Stock Holding History

Covestor’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 		$26K Sell
1,613
-2,016
-56% -$35.9K 0.02% 1093
2026
Q1 		$69K Sell
3,629
-4,753
-57% -$91.9K 0.05% 496
2025
Q4 		$137K Sell
8,382
-79
-0.9% -$1.39K 0.07% 386
2025
Q3 		$159K Sell
8,461
-1,271
-13% -$22.8K 0.09% 314
2025
Q2 		$197K Sell
9,732
-6,138
-39% -$106K 0.12% 194
2025
Q1 		$218K Buy
15,870
+8,934
+129% +$123K 0.15% 133
2024
Q4 		$82K Sell
6,936
-1,407
-17% -$22.1K 0.05% 637
2024
Q3 		$150K Buy
8,343
+981
+13% +$17.9K 0.09% 307
2024
Q2 		$130K Buy
7,362
+4,562
+163% +$94.3K 0.08% 349
2024
Q1 		$72K Buy
2,800
+1,908
+214% +$47.9K 0.05% 731
2023
Q4 		$23K Buy
892
+419
+89% +$9.56K 0.02% 1150
2023
Q3 		$11K Buy
+473
New +$11.9K 0.01% 1402

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

Covestor's XP Position: Q2 2026 in Review

Covestor reduced its XP (XP) stake by 56% in Q2 2026, selling an estimated $35.9K and leaving 1,613 shares worth $26K. The position accounts for 0.02% of the portfolio, ranked #1093.

Covestor first reported a position in XP in Q3 2023 and has held it in 12 quarters since. The position peaked at $218K in Q1 2025. 320 funds tracked by Wall St. Rank hold XP as of Q2 2026.

  • Covestor held 1,613 shares of XP worth $26K as of Q2 2026.
  • Covestor sold 2,016 XP shares in Q2 2026, an estimated $35.9K.
  • XP made up 0.02% of Covestor's portfolio in Q2 2026, its #1093 holding.
  • Covestor first reported a position in XP in Q3 2023 and has held it in 12 quarters since.
  • Covestor's XP position peaked at $218K in Q1 2025.
  • 320 funds tracked by Wall St. Rank held XP as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.