Horizon Investments’s XP XP Stock Holding History

Horizon Investments’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	–	Sell	-27,974	Closed	-$533K	–	1512
2026 Q1	$533K	Buy	+27,974	New	+$541K	0.01%	865

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

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

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

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Horizon Investments's XP Position: Q2 2026 in Review

Horizon Investments sold out of XP (XP) in Q2 2026, closing a stake of 27,974 shares — an estimated $533K sold.

Horizon Investments first reported a position in XP in Q1 2026 and held it in 1 quarter. The position peaked at $533K in Q1 2026. 244 funds tracked by Wall St. Rank hold XP as of Q2 2026.

Horizon Investments reported no remaining XP position as of Q2 2026 after selling out during the quarter.
Horizon Investments sold 27,974 XP shares in Q2 2026, an estimated $533K.
Horizon Investments first reported a position in XP in Q1 2026 and held it in 1 quarter.
Horizon Investments's XP position peaked at $533K in Q1 2026.
244 funds tracked by Wall St. Rank held XP as of Q2 2026.

Based on Horizon Investments's 13F filing for Q2 2026, filed 13 Aug 2026.