Ken Fisher
XP icon

Ken Fisher’s XP XP Stock Holding History

Ken Fisher’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 		$83.8M Buy
4,400,848
+23,583
+0.5% +$456K 0.03% 178
2025
Q4 		$71.7M Sell
4,377,265
-141,706
-3% -$2.49M 0.02% 195
2025
Q3 		$84.9M Buy
4,518,971
+4,994
+0.1% +$89.6K 0.03% 177
2025
Q2 		$91.2M Buy
4,513,977
+344,714
+8% +$5.96M 0.04% 164
2025
Q1 		$57.3M Sell
4,169,263
-237,628
-5% -$3.27M 0.02% 198
2024
Q4 		$52.2M Sell
4,406,891
-54,376
-1% -$856K 0.02% 218
2024
Q3 		$80M Buy
4,461,267
+1,750,256
+65% +$31.9M 0.03% 177
2024
Q2 		$47.7M Sell
2,711,011
-179,067
-6% -$3.7M 0.02% 233
2024
Q1 		$74.2M Buy
2,890,078
+45,823
+2% +$1.15M 0.03% 185
2023
Q4 		$74.1M Buy
2,844,255
+2,429,169
+585% +$55.4M 0.04% 185
2023
Q3 		$9.57M Sell
415,086
-3,466
-0.8% -$86.9K 0.01% 440
2023
Q2 		$9.82M Hold
418,552
– – 0.01% 457
2023
Q1 		$4.97M Sell
418,552
-236
-0.1% -$3.36K ﹤0.01% 548
2022
Q4 		$6.42M Sell
418,788
-60,741
-13% -$1.06M ﹤0.01% 507
2022
Q3 		$9.12M Sell
479,529
-2,962
-0.6% -$58.8K 0.01% 409
2022
Q2 		$8.67M Buy
482,491
+5,271
+1% +$121K 0.01% 369
2022
Q1 		$14.4M Sell
477,220
-15,686
-3% -$489K 0.01% 348
2021
Q4 		$14.2M Buy
+492,906
New +$16.1M 0.01% 353

Other funds holding XP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
AIM
ARGA Investment Management Stamford, Connecticut $3.92B AUM 35.93% 1-Year Est. Return
GA
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
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 $44.7B AUM 17.24% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Ken Fisher's XP Position: Q1 2026 in Review

Ken Fisher increased its XP (XP) stake by 0.54% in Q1 2026, buying an estimated $456K and bringing the position to 4,400,848 shares worth $83.8M. The position accounts for 0.03% of the portfolio, ranked #178.

Ken Fisher first reported a position in XP in Q4 2021 and has held it in 18 quarters since. The position peaked at $91.2M in Q2 2025. 356 funds tracked by Wall St. Rank hold XP as of Q1 2026.

  • Ken Fisher held 4,400,848 shares of XP worth $83.8M as of Q1 2026.
  • Ken Fisher bought 23,583 XP shares in Q1 2026, an estimated $456K.
  • XP made up 0.03% of Ken Fisher's portfolio in Q1 2026, its #178 holding.
  • Ken Fisher first reported a position in XP in Q4 2021 and has held it in 18 quarters since.
  • Ken Fisher's XP position peaked at $91.2M in Q2 2025.
  • 356 funds tracked by Wall St. Rank held XP as of Q1 2026.

Based on Fisher Asset Management's 13F filing for Q1 2026, filed 5 May 2026.