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Kestra Private Wealth Services’s XP XP Stock Holding History

Kestra Private Wealth Services’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
Q2 		– Sell
-14,909
Closed -$205K – 1690
2025
Q1 		$205K Sell
14,909
-833
-5% -$11.5K ﹤0.01% 1381
2024
Q4 		$187K Sell
15,742
-7,928
-33% -$125K ﹤0.01% 1328
2024
Q3 		$425K Buy
23,670
+2,930
+14% +$53.4K 0.01% 946
2024
Q2 		$365K Buy
20,740
+5,575
+37% +$115K 0.01% 966
2024
Q1 		$389K Buy
15,165
+2,528
+20% +$63.4K 0.01% 903
2023
Q4 		$329K Sell
12,637
-7,471
-37% -$170K 0.01% 903
2023
Q3 		$463K Sell
20,108
-1,759
-8% -$44.1K 0.01% 694
2023
Q2 		$513K Sell
21,867
-604
-3% -$10.2K 0.02% 627
2023
Q1 		$267K Buy
+22,471
New +$320K 0.01% 827

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
ACGDR
Atmos Capital Gestao de Recursos Leblon - Rio De Janeiro, Brazil $714M AUM 35.97% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

Kestra Private Wealth Services's XP Position: Q2 2025 in Review

Kestra Private Wealth Services sold out of XP (XP) in Q2 2025, closing a stake of 14,909 shares — an estimated $205K sold.

Kestra Private Wealth Services first reported a position in XP in Q1 2023 and held it in 9 quarters. The position peaked at $513K in Q2 2023. 313 funds tracked by Wall St. Rank hold XP as of Q2 2025.

  • Kestra Private Wealth Services reported no remaining XP position as of Q2 2025 after selling out during the quarter.
  • Kestra Private Wealth Services sold 14,909 XP shares in Q2 2025, an estimated $205K.
  • Kestra Private Wealth Services first reported a position in XP in Q1 2023 and held it in 9 quarters.
  • Kestra Private Wealth Services's XP position peaked at $513K in Q2 2023.
  • 313 funds tracked by Wall St. Rank held XP as of Q2 2025.

Based on Kestra Private Wealth Services's 13F filing for Q2 2025, filed 7 Aug 2025.