Fidelity Investments
XP icon

Fidelity Investments’s XP XP Stock Holding History

Fidelity Investments’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 		$130M Sell
7,976,508
-1,109,197
-12% -$19.8M 0.01% 1127
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

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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Fidelity Investments's XP Position: Q2 2026 in Review

Fidelity Investments reduced its XP (XP) stake by 12% in Q2 2026, selling an estimated $19.8M and leaving 7,976,508 shares worth $130M. The position accounts for 0.01% of the portfolio, ranked #1127.

Fidelity Investments first reported a position in XP in Q4 2019 and has held it in 27 quarters since. The position peaked at $663M in Q2 2023. 320 funds tracked by Wall St. Rank hold XP as of Q2 2026.

  • Fidelity Investments held 7,976,508 shares of XP worth $130M as of Q2 2026.
  • Fidelity Investments sold 1,109,197 XP shares in Q2 2026, an estimated $19.8M.
  • XP made up 0.01% of Fidelity Investments's portfolio in Q2 2026, its #1127 holding.
  • Fidelity Investments first reported a position in XP in Q4 2019 and has held it in 27 quarters since.
  • Fidelity Investments's XP position peaked at $663M in Q2 2023.
  • 320 funds tracked by Wall St. Rank held XP as of Q2 2026.

Based on Fidelity Investments's 13F filing for Q2 2026, filed 13 Aug 2026.