CGH
XP icon

Crossmark Global Holdings’s XP XP Stock Holding History

Crossmark Global 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
Q1 		$12.4M Buy
650,050
+288,787
+80% +$5.58M 0.18% 133
2025
Q4 		$5.91M Sell
361,263
-406,814
-53% -$7.16M 0.08% 230
2025
Q3 		$14.4M Buy
768,077
+77,407
+11% +$1.39M 0.22% 113
2025
Q2 		$14M Buy
690,670
+646,062
+1,448% +$11.2M 0.23% 104
2025
Q1 		$613K Sell
44,608
-420,126
-90% -$5.78M 0.01% 795
2024
Q4 		$5.51M Buy
+464,734
New +$7.31M 0.1% 217
2024
Q2 		– Sell
-358,921
Closed -$9.21M – 1349
2024
Q1 		$9.21M Buy
358,921
+38,671
+12% +$970K 0.18% 147
2023
Q4 		$8.35M Sell
320,250
-8,637
-3% -$197K 0.17% 148
2023
Q3 		$7.34M Buy
328,887
+319,186
+3,290% +$8M 0.17% 154
2023
Q2 		$256K Buy
+9,701
New +$165K 0.01% 1137

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