Lazard Asset Management’s XP XP Stock Holding History

Lazard Asset Management’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	$3.94M	Buy	206,689 +146,763	+245%	+$2.84M	0.01%	631
2025 Q4	$981K	Sell	59,926 -182,015	-75%	-$3.2M	﹤0.01%	1160
2025 Q3	$4.55M	Buy	241,941 +96,307	+66%	+$1.73M	0.01%	602
2025 Q2	$2.94M	Sell	145,634 -7,133	-5%	-$123K	﹤0.01%	884
2025 Q1	$2.1M	Buy	152,767 +89,166	+140%	+$1.23M	﹤0.01%	952
2024 Q4	$753K	Buy	63,601 +60,788	+2,161%	+$957K	﹤0.01%	1247
2024 Q3	$50K	Buy	+2,813	New	+$51.3K	﹤0.01%	1922
2024 Q1	–	Sell	-9	Closed	–	–	2414
2023 Q4	$0	Buy	+9	New	+$205	﹤0.01%	2501
2023 Q3	–	Sell	-12	Closed	–	–	2501
2023 Q2	$0	Buy	+12	New	+$204	﹤0.01%	2566
2022 Q1	–	Sell	-3	Closed	–	–	2565
2021 Q4	$0	Buy	+3	New	+$98	﹤0.01%	2480

Other funds holding XP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

AIM

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

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

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

Lazard Asset Management's XP Position: Q1 2026 in Review

Lazard Asset Management increased its XP (XP) stake by 245% in Q1 2026, buying an estimated $2.84M and bringing the position to 206,689 shares worth $3.94M. The position accounts for 0.01% of the portfolio, ranked #631.

Lazard Asset Management first reported a position in XP in Q4 2021 and has held it in 10 quarters since. The position peaked at $4.55M in Q3 2025. 356 funds tracked by Wall St. Rank hold XP as of Q1 2026.

Lazard Asset Management held 206,689 shares of XP worth $3.94M as of Q1 2026.
Lazard Asset Management bought 146,763 XP shares in Q1 2026, an estimated $2.84M.
XP made up 0.01% of Lazard Asset Management's portfolio in Q1 2026, its #631 holding.
Lazard Asset Management first reported a position in XP in Q4 2021 and has held it in 10 quarters since.
Lazard Asset Management's XP position peaked at $4.55M in Q3 2025.
356 funds tracked by Wall St. Rank held XP as of Q1 2026.

Based on Lazard Asset Management's 13F filing for Q1 2026, filed 15 May 2026.