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MAI Capital Management’s XP XP Stock Holding History

MAI Capital 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 		– Sell
-442
Closed -$8.42K – 4759
2026
Q1 		$8.42K Buy
442
+374
+550% +$7.23K ﹤0.01% 3249
2025
Q4 		$1.11K Sell
68
-5
-7% -$88 ﹤0.01% 3597
2025
Q3 		$1.37K Sell
73
-235
-76% -$4.21K ﹤0.01% 3405
2025
Q2 		$6.22K Buy
+308
New +$5.32K ﹤0.01% 2950
2025
Q1 		– Sell
-210
Closed -$2.49K – 3595
2024
Q4 		$2.49K Buy
+210
New +$3.31K ﹤0.01% 2978

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

MAI Capital Management's XP Position: Q2 2026 in Review

MAI Capital Management sold out of XP (XP) in Q2 2026, closing a stake of 442 shares — an estimated $8.42K sold.

MAI Capital Management first reported a position in XP in Q4 2024 and held it in 5 quarters. The position peaked at $8.42K in Q1 2026. 320 funds tracked by Wall St. Rank hold XP as of Q2 2026.

  • MAI Capital Management reported no remaining XP position as of Q2 2026 after selling out during the quarter.
  • MAI Capital Management sold 442 XP shares in Q2 2026, an estimated $8.42K.
  • MAI Capital Management first reported a position in XP in Q4 2024 and held it in 5 quarters.
  • MAI Capital Management's XP position peaked at $8.42K in Q1 2026.
  • 320 funds tracked by Wall St. Rank held XP as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.