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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
Q3 		$705K Buy
33,599
+510
+2% +$9.06K 0.15% 191
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

GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Legacy Wealth Asset Management's XP Position: Q3 2026 in Review

Legacy Wealth Asset Management increased its XP (XP) stake by 1.5% in Q3 2026, buying an estimated $9.06K and bringing the position to 33,599 shares worth $705K. The position accounts for 0.15% of the portfolio, ranked #191.

Legacy Wealth Asset Management first reported a position in XP in Q1 2022 and has held it in 19 quarters since. The position peaked at $739K in Q4 2023. 7 funds tracked by Wall St. Rank hold XP as of Q3 2026.

  • Legacy Wealth Asset Management held 33,599 shares of XP worth $705K as of Q3 2026.
  • Legacy Wealth Asset Management bought 510 XP shares in Q3 2026, an estimated $9.06K.
  • XP made up 0.15% of Legacy Wealth Asset Management's portfolio in Q3 2026, its #191 holding.
  • Legacy Wealth Asset Management first reported a position in XP in Q1 2022 and has held it in 19 quarters since.
  • Legacy Wealth Asset Management's XP position peaked at $739K in Q4 2023.
  • 7 funds tracked by Wall St. Rank held XP as of Q3 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.