InceptionR’s XP XP Stock Holding History

InceptionR’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	-27,953	Closed	-$525K	–	914
2025 Q3	$525K	Sell	27,953 -4,995	-15%	-$89.6K	0.13%	295
2025 Q2	$666K	Buy	+32,948	New	+$569K	0.15%	241

Other funds holding XP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

General Atlantic New York $2.91B AUM 24.21% 1-Year Est. Return

AIM

ARGA Investment Management Stamford, Connecticut $3.92B AUM 35.93% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

InceptionR's XP Position: Q4 2025 in Review

InceptionR sold out of XP (XP) in Q4 2025, closing a stake of 27,953 shares — an estimated $525K sold.

InceptionR first reported a position in XP in Q2 2025 and held it in 2 quarters. The position peaked at $666K in Q2 2025. 343 funds tracked by Wall St. Rank hold XP as of Q4 2025.

InceptionR reported no remaining XP position as of Q4 2025 after selling out during the quarter.
InceptionR sold 27,953 XP shares in Q4 2025, an estimated $525K.
InceptionR first reported a position in XP in Q2 2025 and held it in 2 quarters.
InceptionR's XP position peaked at $666K in Q2 2025.
343 funds tracked by Wall St. Rank held XP as of Q4 2025.

Based on InceptionR's 13F filing for Q4 2025, filed 11 Feb 2026.