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Cromwell Holdings’s XP XP Stock Holding History

Cromwell Holdings’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 		$1.58K Buy
97
+44
+83% +$784 ﹤0.01% 902
2026
Q1 		$1.01K Hold
53
– – ﹤0.01% 853
2025
Q4 		$868 Hold
53
– – ﹤0.01% 857
2025
Q3 		$996 Hold
53
– – ﹤0.01% 834
2025
Q2 		$1.07K Buy
53
+16
+43% +$276 ﹤0.01% 799
2025
Q1 		$509 Buy
+37
New +$509 ﹤0.01% 761

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

Cromwell Holdings's XP Position: Q2 2026 in Review

Cromwell Holdings increased its XP (XP) stake by 83% in Q2 2026, buying an estimated $784 and bringing the position to 97 shares worth $1.58K. The position accounts for ﹤0.01% of the portfolio, ranked #902.

Cromwell Holdings first reported a position in XP in Q1 2025 and has held it in 6 quarters since. 320 funds tracked by Wall St. Rank hold XP as of Q2 2026.

  • Cromwell Holdings held 97 shares of XP worth $1.58K as of Q2 2026.
  • Cromwell Holdings bought 44 XP shares in Q2 2026, an estimated $784.
  • XP made up ﹤0.01% of Cromwell Holdings's portfolio in Q2 2026, its #902 holding.
  • Cromwell Holdings first reported a position in XP in Q1 2025 and has held it in 6 quarters since.
  • 320 funds tracked by Wall St. Rank held XP as of Q2 2026.

Based on Cromwell Holdings's 13F filing for Q2 2026, filed 14 Jul 2026.