EP
XP icon

Essential Partners’s XP XP Stock Holding History

Essential Partners’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 		$39.2K Buy
2,412
+2,035
+540% +$36.3K 0.02% 674
2026
Q1 		$7.18K Buy
377
+71
+23% +$1.37K ﹤0.01% 1403
2025
Q4 		$5.01K Sell
306
-91
-23% -$1.6K ﹤0.01% 1429
2025
Q3 		$7.46K Buy
397
+98
+33% +$1.76K ﹤0.01% 1271
2025
Q2 		$6.04K Buy
+299
New +$5.17K ﹤0.01% 1002

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 $3.38T AUM 44.17% 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

Essential Partners's XP Position: Q2 2026 in Review

Essential Partners increased its XP (XP) stake by 540% in Q2 2026, buying an estimated $36.3K and bringing the position to 2,412 shares worth $39.2K. The position accounts for 0.02% of the portfolio, ranked #674.

Essential Partners first reported a position in XP in Q2 2025 and has held it in 5 quarters since. 320 funds tracked by Wall St. Rank hold XP as of Q2 2026.

  • Essential Partners held 2,412 shares of XP worth $39.2K as of Q2 2026.
  • Essential Partners bought 2,035 XP shares in Q2 2026, an estimated $36.3K.
  • XP made up 0.02% of Essential Partners's portfolio in Q2 2026, its #674 holding.
  • Essential Partners first reported a position in XP in Q2 2025 and has held it in 5 quarters since.
  • 320 funds tracked by Wall St. Rank held XP as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.