Mawer Investment Management
XP icon

Mawer Investment Management’s XP XP Stock Holding History

Mawer Investment 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
2025
Q2 		– Sell
-24,589,426
Closed -$338M – 116
2025
Q1 		$338M Sell
24,589,426
-12,090,798
-33% -$166M 1.63% 19
2024
Q4 		$435M Buy
36,680,224
+10,445,841
+40% +$164M 1.97% 15
2024
Q3 		$471M Buy
26,234,383
+6,712,366
+34% +$122M 2.14% 14
2024
Q2 		$343M Buy
19,522,017
+801,934
+4% +$16.6M 1.63% 19
2024
Q1 		$480M Buy
18,720,083
+560,047
+3% +$14M 2.23% 16
2023
Q4 		$473M Sell
18,160,036
-79,407
-0.4% -$1.81M 2.42% 15
2023
Q3 		$420M Sell
18,239,443
-334,467
-2% -$8.38M 2.25% 16
2023
Q2 		$436M Sell
18,573,910
-344,513
-2% -$5.85M 2.28% 15
2023
Q1 		$225M Buy
18,918,423
+785,591
+4% +$11.2M 1.23% 27
2022
Q4 		$278M Buy
+18,132,832
New +$317M 1.57% 19

Other funds holding XP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
GA
General Atlantic New York $2.15B AUM 35.02% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
ACGDR
Atmos Capital Gestao de Recursos Leblon - Rio De Janeiro, Brazil $714M AUM 35.97% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

Mawer Investment Management's XP Position: Q2 2025 in Review

Mawer Investment Management sold out of XP (XP) in Q2 2025, closing a stake of 24,589,426 shares — an estimated $338M sold.

Mawer Investment Management first reported a position in XP in Q4 2022 and held it in 10 quarters. The position peaked at $480M in Q1 2024. 313 funds tracked by Wall St. Rank hold XP as of Q2 2025.

  • Mawer Investment Management reported no remaining XP position as of Q2 2025 after selling out during the quarter.
  • Mawer Investment Management sold 24,589,426 XP shares in Q2 2025, an estimated $338M.
  • Mawer Investment Management first reported a position in XP in Q4 2022 and held it in 10 quarters.
  • Mawer Investment Management's XP position peaked at $480M in Q1 2024.
  • 313 funds tracked by Wall St. Rank held XP as of Q2 2025.

Based on Mawer Investment Management's 13F filing for Q2 2025, filed 7 Aug 2025.