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
Q2 		$26K Sell
1,599
-872
-35% -$15.5K ﹤0.01% 2247
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 $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

EverSource Wealth Advisors's XP Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its XP (XP) stake by 35% in Q2 2026, selling an estimated $15.5K and leaving 1,599 shares worth $26K. The position accounts for ﹤0.01% of the portfolio, ranked #2247.

EverSource Wealth Advisors first reported a position in XP in Q1 2023 and has held it in 14 quarters since. The position peaked at $65.2K in Q4 2023. 320 funds tracked by Wall St. Rank hold XP as of Q2 2026.

  • EverSource Wealth Advisors held 1,599 shares of XP worth $26K as of Q2 2026.
  • EverSource Wealth Advisors sold 872 XP shares in Q2 2026, an estimated $15.5K.
  • XP made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2247 holding.
  • EverSource Wealth Advisors first reported a position in XP in Q1 2023 and has held it in 14 quarters since.
  • EverSource Wealth Advisors's XP position peaked at $65.2K in Q4 2023.
  • 320 funds tracked by Wall St. Rank held XP as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.