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Global Retirement Partners’s XP XP Stock Holding History

Global Retirement Partners’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 		$46.9K Buy
+2,887
New +$51.5K ﹤0.01% 2558
2025
Q4 		$91.6K Buy
5,597
+3,396
+154% +$59.8K ﹤0.01% 1966
2025
Q3 		$41.4K Hold
2,201
– – ﹤0.01% 2006
2025
Q2 		$44.5K Buy
+2,201
New +$38K ﹤0.01% 1828
2024
Q4 		– Sell
-3,214
Closed -$57.7K – 3796
2024
Q3 		$57.7K Buy
3,214
+513
+19% +$9.35K ﹤0.01% 1496
2024
Q2 		$47.5K Buy
+2,701
New +$55.8K ﹤0.01% 1563
2024
Q1 		– Sell
-135
Closed -$3.44K – 3489
2023
Q4 		$3.44K Buy
+135
New +$3.08K ﹤0.01% 2468

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

Global Retirement Partners's XP Position: Q2 2026 in Review

Global Retirement Partners opened a new position in XP (XP) in Q2 2026: 2,887 shares worth $46.9K. The stake represents ﹤0.01% of the portfolio and ranks #2558 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in XP as recently as Q4 2025.

Global Retirement Partners first reported a position in XP in Q4 2023 and has held it in 7 quarters since. The position peaked at $91.6K in Q4 2025. 320 funds tracked by Wall St. Rank hold XP as of Q2 2026.

  • Global Retirement Partners held 2,887 shares of XP worth $46.9K as of Q2 2026.
  • XP was a new Global Retirement Partners position in Q2 2026.
  • XP made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #2558 holding.
  • Global Retirement Partners first reported a position in XP in Q4 2023 and has held it in 7 quarters since.
  • Global Retirement Partners's XP position peaked at $91.6K in Q4 2025.
  • 320 funds tracked by Wall St. Rank held XP as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.