Howard Marks’s XP XP Stock Holding History

Howard Marks’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	$50.7M	Sell	3,116,809 -55,200	-2%	-$984K	0.7%	39
2026 Q1	$60.4M	Sell	3,172,009 -148,150	-4%	-$2.86M	0.92%	24
2025 Q4	$54.4M	Buy	3,320,159 +1,287,282	+63%	+$22.7M	0.77%	34
2025 Q3	$38.2M	Buy	+2,032,877	New	+$36.5M	0.59%	37
2024 Q4	–	Sell	-510,764	Closed	-$9.16M	–	170
2024 Q3	$9.16M	Buy	+510,764	New	+$9.31M	0.15%	73
2023 Q1	–	Sell	-120,289	Closed	-$1.85M	–	321
2022 Q4	$1.85M	Hold	120,289	–	–	0.02%	279
2022 Q3	$2.29M	Sell	120,289 -9,872	-8%	-$196K	0.03%	264
2022 Q2	$2.34M	Hold	130,161	–	–	0.03%	247
2022 Q1	$3.92M	Sell	130,161 -31,638	-20%	-$987K	0.04%	172
2021 Q4	$4.65M	Buy	+161,799	New	+$5.27M	0.05%	139

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

Howard Marks's XP Position: Q2 2026 in Review

Howard Marks reduced its XP (XP) stake by 1.7% in Q2 2026, selling an estimated $984K and leaving 3,116,809 shares worth $50.7M. The position accounts for 0.7% of the portfolio, ranked #39.

Howard Marks first reported a position in XP in Q4 2021 and has held it in 10 quarters since. The position peaked at $60.4M in Q1 2026. 319 funds tracked by Wall St. Rank hold XP as of Q2 2026.

Howard Marks held 3,116,809 shares of XP worth $50.7M as of Q2 2026.
Howard Marks sold 55,200 XP shares in Q2 2026, an estimated $984K.
XP made up 0.7% of Howard Marks's portfolio in Q2 2026, its #39 holding.
Howard Marks first reported a position in XP in Q4 2021 and has held it in 10 quarters since.
Howard Marks's XP position peaked at $60.4M in Q1 2026.
319 funds tracked by Wall St. Rank held XP as of Q2 2026.

Based on Oaktree Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.