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NewEdge Advisors’s XP XP Stock Holding History

NewEdge Advisors’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
Q4 		– Sell
-134
Closed -$2.52K – 4394
2025
Q3 		$2.52K Sell
134
-459
-77% -$8.23K ﹤0.01% 3731
2025
Q2 		$12K Hold
593
– – ﹤0.01% 3139
2025
Q1 		$8.15K Sell
593
-410
-41% -$5.64K ﹤0.01% 3169
2024
Q4 		$11.9K Hold
1,003
– – ﹤0.01% 2980
2024
Q3 		$18K Hold
1,003
– – ﹤0.01% 2748
2024
Q2 		$17.6K Sell
1,003
-14
-1% -$289 ﹤0.01% 2663
2024
Q1 		$26.1K Sell
1,017
-52
-5% -$1.3K ﹤0.01% 2529
2023
Q4 		$27.9K Sell
1,069
-115
-10% -$2.62K ﹤0.01% 2443
2023
Q3 		$27.3K Buy
1,184
+361
+44% +$9.05K ﹤0.01% 2289
2023
Q2 		$19.3K Buy
+823
New +$14K ﹤0.01% 2391
2023
Q1 		– Sell
-7
Closed -$107 – 4189
2022
Q4 		$107 Buy
+7
New +$122 ﹤0.01% 3364

Other funds holding XP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
GA
General Atlantic New York $2.91B AUM 24.21% 1-Year Est. Return
AIM
ARGA Investment Management Stamford, Connecticut $3.92B AUM 35.93% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

NewEdge Advisors's XP Position: Q4 2025 in Review

NewEdge Advisors sold out of XP (XP) in Q4 2025, closing a stake of 134 shares — an estimated $2.52K sold.

NewEdge Advisors first reported a position in XP in Q4 2022 and held it in 11 quarters. The position peaked at $27.9K in Q4 2023. 343 funds tracked by Wall St. Rank hold XP as of Q4 2025.

  • NewEdge Advisors reported no remaining XP position as of Q4 2025 after selling out during the quarter.
  • NewEdge Advisors sold 134 XP shares in Q4 2025, an estimated $2.52K.
  • NewEdge Advisors first reported a position in XP in Q4 2022 and held it in 11 quarters.
  • NewEdge Advisors's XP position peaked at $27.9K in Q4 2023.
  • 343 funds tracked by Wall St. Rank held XP as of Q4 2025.

Based on NewEdge Advisors's 13F filing for Q4 2025, filed 18 Feb 2026.