HighTower Advisors
XP icon

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
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

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BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
AIM
ARGA Investment Management Stamford, Connecticut $3.05B AUM 47.96% 1-Year Est. Return
GA
General Atlantic New York $2.15B AUM 35.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $43.1B AUM 23.42% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return