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
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 $5.7T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
AIM
ARGA Investment Management Stamford, Connecticut $3.05B AUM 47.96% 1-Year Est. Return
GA
General Atlantic New York $2.15B AUM 35.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $43.1B AUM 23.42% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return