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Itau Unibanco Holding S.A.’s XP XP Stock Holding History

Itau Unibanco Holding S.A.’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
Q3 		– Sell
-76,293
Closed -$1.54M – 451
2025
Q2 		$1.54M Buy
+76,293
New +$1.32M 0.06% 112
2025
Q1 		– Sell
-389,892
Closed -$11.6M – 467
2024
Q4 		$11.6M Sell
389,892
-193,779
-33% -$3.05M 0.36% 46
2024
Q3 		$10.5M Buy
+583,671
New +$10.6M 0.34% 49
2024
Q2 		– Sell
-1,148,700
Closed -$28.4M – 375
2024
Q1 		$28.4M Buy
1,148,700
+697,114
+154% +$17.5M 1.21% 23
2023
Q4 		$11.8M Sell
451,586
-58,439
-11% -$1.33M 0.39% 40
2023
Q3 		$11.8M Buy
510,025
+132,531
+35% +$3.32M 0.52% 37
2023
Q2 		$8.86M Buy
+377,494
New +$6.41M 0.41% 46
2022
Q2 		– Sell
-1,498,875
Closed -$44.9M – 631
2022
Q1 		$44.9M Buy
1,498,875
+389,756
+35% +$12.2M 1.25% 17
2021
Q4 		$31.5M Buy
1,109,119
+1,031,704
+1,333% +$33.6M 0.95% 22
2021
Q3 		$3.11M Sell
77,415
-664,342
-90% -$29.7M 0.17% 79
2021
Q2 		$32.3M Buy
+741,757
New +$30.7M 1.59% 8
2020
Q4 		– Sell
-706,204
Closed -$29.6M – 197
2020
Q3 		$29.6M Buy
706,204
+103,972
+17% +$4.75M 1.52% 12
2020
Q2 		$25.3M Buy
+602,232
New +$18.5M 1.4% 15
2020
Q1 		– Sell
-100,000
Closed -$3.85M – 907
2019
Q4 		$3.85M Buy
+100,000
New +$3.75M 0.2% 48

Other funds holding XP

BlackRock
BlackRock New York $5.72T 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
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AIM
ARGA Investment Management Stamford, Connecticut $3.05B AUM 47.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Itau Unibanco Holding S.A.'s XP Position: Q3 2025 in Review

Itau Unibanco Holding S.A. sold out of XP (XP) in Q3 2025, closing a stake of 76,293 shares — an estimated $1.54M sold.

Itau Unibanco Holding S.A. first reported a position in XP in Q4 2019 and held it in 14 quarters. The position peaked at $44.9M in Q1 2022. 328 funds tracked by Wall St. Rank hold XP as of Q3 2025.

  • Itau Unibanco Holding S.A. reported no remaining XP position as of Q3 2025 after selling out during the quarter.
  • Itau Unibanco Holding S.A. sold 76,293 XP shares in Q3 2025, an estimated $1.54M.
  • Itau Unibanco Holding S.A. first reported a position in XP in Q4 2019 and held it in 14 quarters.
  • Itau Unibanco Holding S.A.'s XP position peaked at $44.9M in Q1 2022.
  • 328 funds tracked by Wall St. Rank held XP as of Q3 2025.

Based on Itau Unibanco Holding S.A.'s 13F filing for Q3 2025, filed 12 Nov 2025.