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Diversified Trust’s XP XP Stock Holding History

Diversified Trust’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 		– Sell
-16,779
Closed -$275K – 1143
2025
Q4 		$275K Buy
16,779
+377
+2% +$6.64K 0.01% 860
2025
Q3 		$308K Buy
16,402
+4,784
+41% +$85.8K 0.01% 794
2025
Q2 		$235K Buy
+11,618
New +$201K 0.01% 827
2024
Q4 		– Sell
-64,462
Closed -$1.16M – 1001
2024
Q3 		$1.16M Buy
+64,462
New +$1.18M 0.03% 342

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Diversified Trust's XP Position: Q1 2026 in Review

Diversified Trust sold out of XP (XP) in Q1 2026, closing a stake of 16,779 shares — an estimated $275K sold.

Diversified Trust first reported a position in XP in Q3 2024 and held it in 4 quarters. The position peaked at $1.16M in Q3 2024. 359 funds tracked by Wall St. Rank hold XP as of Q1 2026.

  • Diversified Trust reported no remaining XP position as of Q1 2026 after selling out during the quarter.
  • Diversified Trust sold 16,779 XP shares in Q1 2026, an estimated $275K.
  • Diversified Trust first reported a position in XP in Q3 2024 and held it in 4 quarters.
  • Diversified Trust's XP position peaked at $1.16M in Q3 2024.
  • 359 funds tracked by Wall St. Rank held XP as of Q1 2026.

Based on Diversified Trust's 13F filing for Q1 2026, filed 16 Apr 2026.