Fidelity Investments’s XP XP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $173M | Buy |
9,085,705
+1,725,169
| +23% | +$33.3M | 0.01% | 933 |
|
|
2025
Q4 | $120M | Buy |
7,360,536
+161,392
| +2% | +$2.84M | 0.01% | 1088 |
|
|
2025
Q3 | $135M | Buy |
7,199,144
+3,489,771
| +94% | +$62.6M | 0.01% | 1035 |
|
|
2025
Q2 | $74.9M | Buy |
3,709,373
+506,907
| +16% | +$8.76M | ﹤0.01% | 1235 |
|
|
2025
Q1 | $44M | Sell |
3,202,466
-4,830,757
| -60% | -$66.5M | ﹤0.01% | 1403 |
|
|
2024
Q4 | $95.2M | Sell |
8,033,223
-2,557,458
| -24% | -$40.3M | 0.01% | 1141 |
|
|
2024
Q3 | $190M | Sell |
10,590,681
-5,870,540
| -36% | -$107M | 0.01% | 841 |
|
|
2024
Q2 | $290M | Sell |
16,461,221
-7,025,383
| -30% | -$145M | 0.02% | 648 |
|
|
2024
Q1 | $603M | Sell |
23,486,604
-236,183
| -1% | -$5.92M | 0.04% | 392 |
|
|
2023
Q4 | $618M | Buy |
23,722,787
+2,189,469
| +10% | +$50M | 0.05% | 356 |
|
|
2023
Q3 | $496M | Sell |
21,533,318
-6,725,265
| -24% | -$169M | 0.04% | 396 |
|
|
2023
Q2 | $663M | Buy |
28,258,583
+9,798,916
| +53% | +$166M | 0.06% | 331 |
|
|
2023
Q1 | $219M | Buy |
18,459,667
+1,089,378
| +6% | +$15.5M | 0.02% | 671 |
|
|
2022
Q4 | $266M | Buy |
17,370,289
+256,502
| +1% | +$4.49M | 0.03% | 587 |
|
|
2022
Q3 | $325M | Buy |
17,113,787
+2,972,983
| +21% | +$59M | 0.03% | 490 |
|
|
2022
Q2 | $254M | Buy |
14,140,804
+760,333
| +6% | +$17.5M | 0.03% | 615 |
|
|
2022
Q1 | $403M | Sell |
13,380,471
-3,314,396
| -20% | -$103M | 0.03% | 509 |
|
|
2021
Q4 | $480M | Buy |
16,694,867
+15,055,800
| +919% | +$490M | 0.04% | 474 |
|
|
2021
Q3 | $65.8M | Buy |
1,639,067
+614,130
| +60% | +$27.4M | 0.01% | 1300 |
|
|
2021
Q2 | $44.6M | Buy |
1,024,937
+190,313
| +23% | +$7.87M | ﹤0.01% | 1492 |
|
|
2021
Q1 | $31.4M | Sell |
834,624
-25,394
| -3% | -$1.08M | ﹤0.01% | 1596 |
|
|
2020
Q4 | $34.1M | Sell |
860,018
-1,090,119
| -56% | -$44.5M | ﹤0.01% | 1475 |
|
|
2020
Q3 | $81.3M | Buy |
1,950,137
+340,542
| +21% | +$15.6M | 0.01% | 1011 |
|
|
2020
Q2 | $67.6M | Buy |
1,609,595
+235,949
| +17% | +$7.24M | 0.01% | 1044 |
|
|
2020
Q1 | $26.5M | Sell |
1,373,646
-1,076,165
| -44% | -$36.4M | ﹤0.01% | 1295 |
|
|
2019
Q4 | $94.4M | Buy |
+2,449,811
| New | +$92M | 0.01% | 935 |
|
Other funds holding XP
AIM
GA
