Massachusetts Financial Services
XP icon

Massachusetts Financial Services’s XP XP Stock Holding History

Massachusetts Financial Services’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 		$236M Buy
12,331,051
+68,030
+0.6% +$1.31M 0.08% 221
2025
Q4 		$201M Buy
12,263,021
+1,300,982
+12% +$22.9M 0.06% 265
2025
Q3 		$206M Buy
10,962,039
+2,288,919
+26% +$41M 0.06% 275
2025
Q2 		$175M Buy
+8,673,120
New +$150M 0.06% 301

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AIM
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GA
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Capital World Investors
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State Street
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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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return