Marshall Financial Group (Maryland)’s XP XP Stock Holding History

Marshall Financial Group (Maryland)’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	$197K	Sell	10,351 -1,382	-12%	-$26.7K	0.03%	287
2025 Q4	$192K	Sell	11,733 -54,423	-82%	-$958K	0.04%	284
2025 Q3	$1.24M	Buy	66,156 +2,483	+4%	+$44.5K	0.24%	99
2025 Q2	$1.24M	Sell	63,673 -19,814	-24%	-$342K	0.24%	88
2025 Q1	$1.15M	Buy	83,487 +34,809	+72%	+$479K	0.25%	95
2024 Q4	$577K	Buy	48,678 +6,518	+15%	+$103K	0.14%	146
2024 Q3	$756K	Buy	42,160 +1,761	+4%	+$32.1K	0.18%	140
2024 Q2	$711K	Buy	40,399 +3,751	+10%	+$77.5K	0.2%	118
2024 Q1	$940K	Buy	36,648 +3,179	+9%	+$79.7K	0.27%	101
2023 Q4	$873K	Sell	33,469 -17,279	-34%	-$394K	0.28%	99
2023 Q3	$1.17M	Sell	50,748 -3,812	-7%	-$95.6K	0.42%	59
2023 Q2	$1.28M	Buy	54,560 +88	+0.2%	+$1.49K	0.44%	58
2023 Q1	$647K	Buy	+54,472	New	+$776K	0.23%	115

Other funds holding XP

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

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

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

Massachusetts Financial Services

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

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

Ninety One (UK)

Ninety One (UK) London, United Kingdom $43.1B AUM 23.42% 1-Year Est. Return

Arrowstreet Capital

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