EWA
XP icon

EverSource Wealth Advisors’s XP XP Stock Holding History

EverSource Wealth Advisors’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 		$47.1K Buy
2,471
+781
+46% +$15.1K ﹤0.01% 1933
2025
Q4 		$27.7K Buy
1,690
+99
+6% +$1.74K ﹤0.01% 2172
2025
Q3 		$29.9K Sell
1,591
-43
-3% -$771 ﹤0.01% 2061
2025
Q2 		$33K Buy
1,634
+646
+65% +$11.2K ﹤0.01% 1913
2025
Q1 		$13.6K Sell
988
-251
-20% -$3.46K ﹤0.01% 1924
2024
Q4 		$14.7K Sell
1,239
-484
-28% -$7.62K ﹤0.01% 1800
2024
Q3 		$30.9K Sell
1,723
-806
-32% -$14.7K ﹤0.01% 1269
2024
Q2 		$43.3K Buy
2,529
+29
+1% +$599 ﹤0.01% 1156
2024
Q1 		$51.2K Hold
2,500
– – ﹤0.01% 977
2023
Q4 		$65.2K Hold
2,500
– – 0.01% 797
2023
Q3 		$57.6K Hold
2,500
– – 0.01% 757
2023
Q2 		$58.6K Buy
2,500
+2,408
+2,617% +$40.9K 0.01% 776
2023
Q1 		$1.09K Buy
+92
New +$1.31K ﹤0.01% 2090

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