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XP icon

INCA Investments’s XP XP Stock Holding History

INCA 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
2025
Q4 		– Sell
-926,752
Closed -$17.4M – 10
2025
Q3 		$17.4M Sell
926,752
-379,838
-29% -$6.81M 8.01% 7
2025
Q2 		$26.4M Sell
1,306,590
-51,649
-4% -$892K 10.25% 4
2025
Q1 		$18.7M Hold
1,358,239
– – 8.55% 5
2024
Q4 		$16.1M Buy
1,358,239
+39,089
+3% +$615K 6.64% 6
2024
Q3 		$23.7M Hold
1,319,150
– – 10.1% 4
2024
Q2 		$23.2M Buy
1,319,150
+1,082,162
+457% +$22.4M 9.81% 5
2024
Q1 		$6.08M Buy
236,988
+46,443
+24% +$1.16M 2.62% 9
2023
Q4 		$4.97M Sell
190,545
-31,154
-14% -$711K 2.2% 10
2023
Q3 		$5.11M Sell
221,699
-63,764
-22% -$1.6M 2.05% 9
2023
Q2 		$6.7M Sell
285,463
-295,653
-51% -$5.02M 2.34% 9
2023
Q1 		$6.9M Buy
581,116
+250,576
+76% +$3.57M 2.56% 10
2022
Q4 		$5.07M Buy
330,540
+198,303
+150% +$3.47M 2.19% 11
2022
Q3 		$2.51M Buy
+132,237
New +$2.62M 1.45% 11
2022
Q1 		– Sell
-46,187
Closed -$1.33M – 11
2021
Q4 		$1.33M Buy
+46,187
New +$1.5M 0.86% 9

Other funds holding XP

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
GA
General Atlantic New York $2.15B AUM 35.02% 1-Year Est. Return
AIM
ARGA Investment Management Stamford, Connecticut $3.05B AUM 47.96% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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