IHL
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Investment House LLC’s XP XP Stock Holding History

Investment House LLC’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 		$628K Sell
38,625
-54,495
-59% -$972K 0.03% 170
2026
Q1 		$1.77M Buy
+93,120
New +$1.8M 0.09% 122
2025
Q3 		– Sell
-10,000
Closed -$202K – 241
2025
Q2 		$202K Buy
+10,000
New +$173K 0.01% 214
2023
Q2 		– Sell
-266,326
Closed -$3.16M – 200
2023
Q1 		$3.16M Buy
+266,326
New +$3.79M 0.26% 76

Other funds holding XP

AIM
ARGA Investment Management Stamford, Connecticut $3.92B AUM 35.93% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
NONA
Ninety One North America New York $2.13B AUM 9.16% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
JGGDR
JGP Global Gestao de Recursos Rio De Janeiro, Brazil $45.3M AUM 42.75% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Investment House LLC's XP Position: Q2 2026 in Review

Investment House LLC reduced its XP (XP) stake by 59% in Q2 2026, selling an estimated $972K and leaving 38,625 shares worth $628K. The position accounts for 0.03% of the portfolio, ranked #170.

Investment House LLC first reported a position in XP in Q1 2023 and has held it in 4 quarters since. The position peaked at $3.16M in Q1 2023. 76 funds tracked by Wall St. Rank hold XP as of Q2 2026.

  • Investment House LLC held 38,625 shares of XP worth $628K as of Q2 2026.
  • Investment House LLC sold 54,495 XP shares in Q2 2026, an estimated $972K.
  • XP made up 0.03% of Investment House LLC's portfolio in Q2 2026, its #170 holding.
  • Investment House LLC first reported a position in XP in Q1 2023 and has held it in 4 quarters since.
  • Investment House LLC's XP position peaked at $3.16M in Q1 2023.
  • 76 funds tracked by Wall St. Rank held XP as of Q2 2026.

Based on Investment House LLC's 13F filing for Q2 2026, filed 21 Jul 2026.