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XP icon

Guggenheim Capital’s XP XP Stock Holding History

Guggenheim Capital’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
2025
Q2 		– Sell
-18,876
Closed -$260K – 1685
2025
Q1 		$260K Buy
18,876
+3,026
+19% +$41.7K ﹤0.01% 1450
2024
Q4 		$188K Buy
15,850
+4,530
+40% +$71.3K ﹤0.01% 1605
2024
Q3 		$203K Buy
+11,320
New +$206K ﹤0.01% 1772
2024
Q2 		– Sell
-12,881
Closed -$331K – 1954
2024
Q1 		$331K Buy
+12,881
New +$323K ﹤0.01% 1631

Other funds holding XP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
GA
General Atlantic New York $2.15B AUM 35.02% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
ACGDR
Atmos Capital Gestao de Recursos Leblon - Rio De Janeiro, Brazil $714M AUM 35.97% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

Guggenheim Capital's XP Position: Q2 2025 in Review

Guggenheim Capital sold out of XP (XP) in Q2 2025, closing a stake of 18,876 shares — an estimated $260K sold.

Guggenheim Capital first reported a position in XP in Q1 2024 and held it in 4 quarters. The position peaked at $331K in Q1 2024. 313 funds tracked by Wall St. Rank hold XP as of Q2 2025.

  • Guggenheim Capital reported no remaining XP position as of Q2 2025 after selling out during the quarter.
  • Guggenheim Capital sold 18,876 XP shares in Q2 2025, an estimated $260K.
  • Guggenheim Capital first reported a position in XP in Q1 2024 and held it in 4 quarters.
  • Guggenheim Capital's XP position peaked at $331K in Q1 2024.
  • 313 funds tracked by Wall St. Rank held XP as of Q2 2025.

Based on Guggenheim Capital's 13F filing for Q2 2025, filed 13 Aug 2025.