Ethic Inc’s XP XP Stock Holding History

Ethic Inc’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	$676K	Sell	41,561 -1,960	-5%	-$34.9K	0.01%	835
2026 Q1	$829K	Sell	43,521 -539	-1%	-$10.4K	0.01%	712
2025 Q4	$721K	Buy	44,060 +10,676	+32%	+$188K	0.01%	734
2025 Q3	$627K	Buy	33,384 +2,822	+9%	+$50.6K	0.01%	766
2025 Q2	$602K	Sell	30,562 -22,894	-43%	-$396K	0.01%	756
2025 Q1	$756K	Buy	53,456 +28,342	+113%	+$390K	0.02%	662
2024 Q4	$298K	Buy	25,114 +7,337	+41%	+$115K	0.01%	945
2024 Q3	$456K	Buy	17,777 +1,047	+6%	+$19.1K	0.01%	777
2024 Q2	$294K	Sell	16,730 -1,047	-6%	-$21.6K	0.01%	916
2024 Q1	$456K	Buy	17,777 +4,035	+29%	+$101K	0.01%	776
2023 Q4	$358K	Buy	13,742 +2,531	+23%	+$57.8K	0.01%	831
2023 Q3	$258K	Buy	+11,211	New	+$281K	0.01%	853

Other funds holding XP

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

NONA

Ninety One North America New York $2.13B AUM 9.16% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

JGGDR

JGP Global Gestao de Recursos Rio De Janeiro, Brazil $45.3M AUM 42.75% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

CWP

Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return

Ethic Inc's XP Position: Q2 2026 in Review

Ethic Inc reduced its XP (XP) stake by 4.5% in Q2 2026, selling an estimated $34.9K and leaving 41,561 shares worth $676K. The position accounts for 0.01% of the portfolio, ranked #835.

Ethic Inc first reported a position in XP in Q3 2023 and has held it in 12 quarters since. The position peaked at $829K in Q1 2026. 63 funds tracked by Wall St. Rank hold XP as of Q2 2026.

Ethic Inc held 41,561 shares of XP worth $676K as of Q2 2026.
Ethic Inc sold 1,960 XP shares in Q2 2026, an estimated $34.9K.
XP made up 0.01% of Ethic Inc's portfolio in Q2 2026, its #835 holding.
Ethic Inc first reported a position in XP in Q3 2023 and has held it in 12 quarters since.
Ethic Inc's XP position peaked at $829K in Q1 2026.
63 funds tracked by Wall St. Rank held XP as of Q2 2026.

Based on Ethic Inc's 13F filing for Q2 2026, filed 29 Jul 2026.