Fisher Asset Management
XP icon

Fisher Asset Management’s XP XP Stock Holding History

Fisher Asset Management’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 		$66.8M Sell
4,105,772
-295,076
-7% -$5.26M 0.02% 209
2026
Q1 		$83.8M Buy
4,400,848
+23,583
+0.5% +$456K 0.03% 178
2025
Q4 		$71.7M Sell
4,377,265
-141,706
-3% -$2.49M 0.02% 195
2025
Q3 		$84.9M Buy
4,518,971
+4,994
+0.1% +$89.6K 0.03% 177
2025
Q2 		$91.2M Buy
4,513,977
+344,714
+8% +$5.96M 0.04% 164
2025
Q1 		$57.3M Sell
4,169,263
-237,628
-5% -$3.27M 0.02% 198
2024
Q4 		$52.2M Sell
4,406,891
-54,376
-1% -$856K 0.02% 218
2024
Q3 		$80M Buy
4,461,267
+1,750,256
+65% +$31.9M 0.03% 177
2024
Q2 		$47.7M Sell
2,711,011
-179,067
-6% -$3.7M 0.02% 233
2024
Q1 		$74.2M Buy
2,890,078
+45,823
+2% +$1.15M 0.03% 185
2023
Q4 		$74.1M Buy
2,844,255
+2,429,169
+585% +$55.4M 0.04% 185
2023
Q3 		$9.57M Sell
415,086
-3,466
-0.8% -$86.9K 0.01% 440
2023
Q2 		$9.82M Hold
418,552
– – 0.01% 457
2023
Q1 		$4.97M Sell
418,552
-236
-0.1% -$3.36K ﹤0.01% 548
2022
Q4 		$6.42M Sell
418,788
-60,741
-13% -$1.06M ﹤0.01% 507
2022
Q3 		$9.12M Sell
479,529
-2,962
-0.6% -$58.8K 0.01% 409
2022
Q2 		$8.67M Buy
482,491
+5,271
+1% +$121K 0.01% 369
2022
Q1 		$14.4M Sell
477,220
-15,686
-3% -$489K 0.01% 348
2021
Q4 		$14.2M Buy
+492,906
New +$16.1M 0.01% 353

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

Fisher Asset Management's XP Position: Q2 2026 in Review

Fisher Asset Management reduced its XP (XP) stake by 6.7% in Q2 2026, selling an estimated $5.26M and leaving 4,105,772 shares worth $66.8M. The position accounts for 0.02% of the portfolio, ranked #209.

Fisher Asset Management first reported a position in XP in Q4 2021 and has held it in 19 quarters since. The position peaked at $91.2M in Q2 2025. 320 funds tracked by Wall St. Rank hold XP as of Q2 2026.

  • Fisher Asset Management held 4,105,772 shares of XP worth $66.8M as of Q2 2026.
  • Fisher Asset Management sold 295,076 XP shares in Q2 2026, an estimated $5.26M.
  • XP made up 0.02% of Fisher Asset Management's portfolio in Q2 2026, its #209 holding.
  • Fisher Asset Management first reported a position in XP in Q4 2021 and has held it in 19 quarters since.
  • Fisher Asset Management's XP position peaked at $91.2M in Q2 2025.
  • 320 funds tracked by Wall St. Rank held XP as of Q2 2026.

Based on Fisher Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.