Envestnet Asset Management
XP icon

Envestnet Asset Management’s XP XP Stock Holding History

Envestnet Asset Management’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 		$2.2M Sell
135,272
-39,398
-23% -$702K ﹤0.01% 3079
2026
Q1 		$3.33M Buy
174,670
+55,502
+47% +$1.07M ﹤0.01% 2635
2025
Q4 		$1.95M Sell
119,168
-7,395
-6% -$130K ﹤0.01% 2842
2025
Q3 		$2.38M Buy
126,563
+11,279
+10% +$202K ﹤0.01% 2774
2025
Q2 		$2.33M Buy
115,284
+51,258
+80% +$886K ﹤0.01% 2716
2025
Q1 		$880K Sell
64,026
-21,810
-25% -$300K ﹤0.01% 3290
2024
Q4 		$1.02M Sell
85,836
-153,060
-64% -$2.41M ﹤0.01% 3162
2024
Q3 		$4.29M Sell
238,896
-260,648
-52% -$4.75M ﹤0.01% 2203
2024
Q2 		$8.79M Sell
499,544
-19,537
-4% -$404K ﹤0.01% 1641
2024
Q1 		$13.3M Buy
519,081
+20,470
+4% +$513K 0.01% 1344
2023
Q4 		$13M Sell
498,611
-204
-0% -$4.66K 0.01% 1284
2023
Q3 		$11.5M Buy
498,815
+186,142
+60% +$4.67M 0.01% 1280
2023
Q2 		$7.34M Buy
312,673
+71,294
+30% +$1.21M ﹤0.01% 1485
2023
Q1 		$2.87M Buy
241,379
+18,352
+8% +$261K ﹤0.01% 1979
2022
Q4 		$3.42M Sell
223,027
-54,324
-20% -$950K ﹤0.01% 1820
2022
Q3 		$5.27M Buy
277,351
+1,259
+0.5% +$25K ﹤0.01% 1492
2022
Q2 		$4.96M Buy
276,092
+15,447
+6% +$356K ﹤0.01% 1525
2022
Q1 		$7.84M Buy
260,645
+189,846
+268% +$5.92M ﹤0.01% 1353
2021
Q4 		$2.04M Buy
70,799
+63,084
+818% +$2.05M ﹤0.01% 2164
2021
Q3 		$310K Buy
7,715
+3,063
+66% +$137K ﹤0.01% 3281
2021
Q2 		$203K Buy
+4,652
New +$192K ﹤0.01% 3486

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

Envestnet Asset Management's XP Position: Q2 2026 in Review

Envestnet Asset Management reduced its XP (XP) stake by 23% in Q2 2026, selling an estimated $702K and leaving 135,272 shares worth $2.2M. The position accounts for ﹤0.01% of the portfolio, ranked #3079.

Envestnet Asset Management first reported a position in XP in Q2 2021 and has held it in 21 quarters since. The position peaked at $13.3M in Q1 2024. 320 funds tracked by Wall St. Rank hold XP as of Q2 2026.

  • Envestnet Asset Management held 135,272 shares of XP worth $2.2M as of Q2 2026.
  • Envestnet Asset Management sold 39,398 XP shares in Q2 2026, an estimated $702K.
  • XP made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #3079 holding.
  • Envestnet Asset Management first reported a position in XP in Q2 2021 and has held it in 21 quarters since.
  • Envestnet Asset Management's XP position peaked at $13.3M in Q1 2024.
  • 320 funds tracked by Wall St. Rank held XP as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.