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Impact Partnership Wealth’s XP XP Stock Holding History

Impact Partnership Wealth’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 		– Sell
-10,926
Closed -$179K – 453
2025
Q4 		$179K Buy
+10,926
New +$192K 0.02% 346
2025
Q3 		– Sell
-14,184
Closed -$287K – 377
2025
Q2 		$287K Sell
14,184
-5,081
-26% -$87.8K 0.05% 221
2025
Q1 		$265K Sell
19,265
-5,988
-24% -$82.4K 0.06% 188
2024
Q4 		$299K Buy
+25,253
New +$397K 0.06% 202
2024
Q3 		– Sell
-17,535
Closed -$308K – 290
2024
Q2 		$308K Buy
+17,535
New +$362K 0.08% 163

Other funds holding XP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
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
GA
General Atlantic New York $2.91B AUM 24.21% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Impact Partnership Wealth's XP Position: Q1 2026 in Review

Impact Partnership Wealth sold out of XP (XP) in Q1 2026, closing a stake of 10,926 shares — an estimated $179K sold.

Impact Partnership Wealth first reported a position in XP in Q2 2024 and held it in 5 quarters. The position peaked at $308K in Q2 2024. 359 funds tracked by Wall St. Rank hold XP as of Q1 2026.

  • Impact Partnership Wealth reported no remaining XP position as of Q1 2026 after selling out during the quarter.
  • Impact Partnership Wealth sold 10,926 XP shares in Q1 2026, an estimated $179K.
  • Impact Partnership Wealth first reported a position in XP in Q2 2024 and held it in 5 quarters.
  • Impact Partnership Wealth's XP position peaked at $308K in Q2 2024.
  • 359 funds tracked by Wall St. Rank held XP as of Q1 2026.

Based on Impact Partnership Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.