HHGA
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Halbert Hargrove Global Advisors’s XP XP Stock Holding History

Halbert Hargrove Global Advisors’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
Q4 		– Sell
-116
Closed -$2.18K – 753
2025
Q3 		$2.18K Buy
+116
New +$2.08K ﹤0.01% 547

Other funds holding XP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
GA
General Atlantic New York $2.91B AUM 24.21% 1-Year Est. Return
AIM
ARGA Investment Management Stamford, Connecticut $3.92B AUM 35.93% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Halbert Hargrove Global Advisors's XP Position: Q4 2025 in Review

Halbert Hargrove Global Advisors sold out of XP (XP) in Q4 2025, closing a stake of 116 shares — an estimated $2.18K sold.

Halbert Hargrove Global Advisors first reported a position in XP in Q3 2025 and held it in 1 quarter. The position peaked at $2.18K in Q3 2025. 343 funds tracked by Wall St. Rank hold XP as of Q4 2025.

  • Halbert Hargrove Global Advisors reported no remaining XP position as of Q4 2025 after selling out during the quarter.
  • Halbert Hargrove Global Advisors sold 116 XP shares in Q4 2025, an estimated $2.18K.
  • Halbert Hargrove Global Advisors first reported a position in XP in Q3 2025 and held it in 1 quarter.
  • Halbert Hargrove Global Advisors's XP position peaked at $2.18K in Q3 2025.
  • 343 funds tracked by Wall St. Rank held XP as of Q4 2025.

Based on Halbert Hargrove Global Advisors's 13F filing for Q4 2025, filed 23 Jan 2026.