Investors Research Corp’s XP XP Stock Holding History

Investors Research Corp’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	-48	Closed	-$786	–	950
2025 Q4	$786	Sell	48 -156	-76%	-$2.75K	﹤0.01%	797
2025 Q3	$3.83K	Hold	204	–	–	﹤0.01%	753
2025 Q2	$4.12K	Hold	204	–	–	﹤0.01%	780
2025 Q1	$2.81K	Hold	204	–	–	﹤0.01%	839
2024 Q4	$2.42K	Hold	204	–	–	﹤0.01%	841
2024 Q3	$3.66K	Hold	204	–	–	﹤0.01%	833
2024 Q2	$3.59K	Hold	204	–	–	﹤0.01%	883
2024 Q1	$5.24K	Hold	204	–	–	﹤0.01%	801
2023 Q4	$5.32K	Hold	204	–	–	﹤0.01%	818
2023 Q3	$4.7K	Hold	204	–	–	﹤0.01%	833
2023 Q2	$4.79K	Hold	204	–	–	﹤0.01%	861
2023 Q1	$2.42K	Hold	204	–	–	﹤0.01%	962
2022 Q4	$3.13K	Hold	204	–	–	﹤0.01%	943
2022 Q3	$4K	Hold	204	–	–	﹤0.01%	905
2022 Q2	$4K	Hold	204	–	–	﹤0.01%	895
2022 Q1	$6K	Hold	204	–	–	﹤0.01%	829
2021 Q4	$6K	Buy	+204	New	+$6.64K	﹤0.01%	834

Other funds holding XP

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

ARGA Investment Management Stamford, Connecticut $3.05B AUM 47.96% 1-Year Est. Return

General Atlantic New York $2.15B AUM 35.02% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Ninety One (UK)

Ninety One (UK) London, United Kingdom $43.1B AUM 23.42% 1-Year Est. Return

Arrowstreet Capital

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return