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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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
AIM
ARGA Investment Management Stamford, Connecticut $3.92B AUM 35.93% 1-Year Est. Return
GA
General Atlantic New York $2.91B AUM 24.21% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Legacy Wealth Asset Management's XP Position: Q2 2026 in Review

Legacy Wealth Asset Management reduced its XP (XP) stake by 0.13% in Q2 2026, selling an estimated $767 and leaving 33,089 shares worth $538K. The position accounts for 0.12% of the portfolio, ranked #255.

Legacy Wealth Asset Management first reported a position in XP in Q1 2022 and has held it in 18 quarters since. The position peaked at $739K in Q4 2023. 320 funds tracked by Wall St. Rank hold XP as of Q2 2026.

  • Legacy Wealth Asset Management held 33,089 shares of XP worth $538K as of Q2 2026.
  • Legacy Wealth Asset Management sold 43 XP shares in Q2 2026, an estimated $767.
  • XP made up 0.12% of Legacy Wealth Asset Management's portfolio in Q2 2026, its #255 holding.
  • Legacy Wealth Asset Management first reported a position in XP in Q1 2022 and has held it in 18 quarters since.
  • Legacy Wealth Asset Management's XP position peaked at $739K in Q4 2023.
  • 320 funds tracked by Wall St. Rank held XP as of Q2 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.