HighTower Advisors’s XP XP Stock Holding History

HighTower 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
2026 Q2	$990K	Sell	60,900 -46	-0.1%	-$820	﹤0.01%	2247
2026 Q1	$1.16M	Buy	60,946 +799	+1%	+$15.4K	﹤0.01%	2084
2025 Q4	$985K	Sell	60,147 -564	-0.9%	-$9.93K	﹤0.01%	2127
2025 Q3	$1.14M	Buy	60,711 +16,545	+37%	+$297K	﹤0.01%	2010
2025 Q2	$892K	Buy	+44,166	New	+$763K	﹤0.01%	2096
2022 Q2	–	Sell	-8,139	Closed	-$247K	–	3585
2022 Q1	$247K	Buy	+8,139	New	+$254K	﹤0.01%	2674
2021 Q4	–	Sell	-6,383	Closed	-$257K	–	3507
2021 Q3	$257K	Buy	6,383 +1,067	+20%	+$47.7K	﹤0.01%	2531
2021 Q2	$233K	Buy	+5,316	New	+$220K	﹤0.01%	2557

Other funds holding XP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

General Atlantic New York $2.91B AUM 24.21% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

HighTower Advisors's XP Position: Q2 2026 in Review

HighTower Advisors reduced its XP (XP) stake by 0.08% in Q2 2026, selling an estimated $820 and leaving 60,900 shares worth $990K. The position accounts for ﹤0.01% of the portfolio, ranked #2247.

HighTower Advisors first reported a position in XP in Q2 2021 and has held it in 8 quarters since. The position peaked at $1.16M in Q1 2026. 320 funds tracked by Wall St. Rank hold XP as of Q2 2026.

HighTower Advisors held 60,900 shares of XP worth $990K as of Q2 2026.
HighTower Advisors sold 46 XP shares in Q2 2026, an estimated $820.
XP made up ﹤0.01% of HighTower Advisors's portfolio in Q2 2026, its #2247 holding.
HighTower Advisors first reported a position in XP in Q2 2021 and has held it in 8 quarters since.
HighTower Advisors's XP position peaked at $1.16M in Q1 2026.
320 funds tracked by Wall St. Rank held XP as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.