LWAM
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Legacy Wealth Asset Management’s XP XP Stock Holding History

Legacy Wealth 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
Q2 		$538K Sell
33,089
-43
-0.1% -$767 0.12% 255
2026
Q1 		$631K Buy
33,132
+936
+3% +$18.1K 0.15% 222
2025
Q4 		$527K Sell
32,196
-105
-0.3% -$1.85K 0.13% 250
2025
Q3 		$607K Buy
32,301
+524
+2% +$9.4K 0.15% 227
2025
Q2 		$642K Buy
31,777
+65
+0.2% +$1.12K 0.16% 196
2025
Q1 		$436K Buy
31,712
+8,933
+39% +$123K 0.12% 257
2024
Q4 		$270K Sell
22,779
-4,965
-18% -$78.1K 0.07% 319
2024
Q3 		$498K Buy
27,744
+328
+1% +$5.98K 0.13% 247
2024
Q2 		$482K Buy
27,416
+1,317
+5% +$27.2K 0.14% 235
2024
Q1 		$670K Sell
26,099
-2,231
-8% -$56K 0.19% 161
2023
Q4 		$739K Sell
28,330
-847
-3% -$19.3K 0.24% 125
2023
Q3 		$673K Sell
29,177
-1,726
-6% -$43.3K 0.25% 126
2023
Q2 		$725K Sell
30,903
-658
-2% -$11.2K 0.25% 118
2023
Q1 		$375K Buy
31,561
+4,290
+16% +$61.1K 0.14% 267
2022
Q4 		$418K Buy
27,271
+10,862
+66% +$190K 0.16% 234
2022
Q3 		$312K Sell
16,409
-13,261
-45% -$263K 0.14% 257
2022
Q2 		$533K Buy
29,670
+5,435
+22% +$125K 0.22% 165
2022
Q1 		$729K Buy
+24,235
New +$756K 0.26% 151

Other funds holding XP

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
DW30
Drucker Wealth 3.0 Woodcliff Lake, New Jersey $632M AUM 26.36% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 26.88% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
CH
Cromwell Holdings Jackson, Wyoming $223M AUM 44.02% 1-Year Est. Return
TSMHT
Thurston Springer Miller Herd & Titak Indianapolis, Indiana $275M AUM 30.64% 1-Year Est. Return