Northwestern Mutual Wealth Management’s XP XP Stock Holding History

Northwestern Mutual Wealth 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 Q1	–	Sell	-86	Closed	-$1.41K	–	4499
2025 Q4	$1.41K	Buy	+86	New	+$1.51K	﹤0.01%	3568
2024 Q3	–	Sell	-67	Closed	-$1.18K	–	3870
2024 Q2	$1.18K	Buy	+67	New	+$1.38K	﹤0.01%	3199
2023 Q3	–	Sell	-70	Closed	-$1.64K	–	3560
2023 Q2	$1.64K	Sell	70 -60	-46%	-$1.02K	﹤0.01%	3020
2023 Q1	$1.54K	Buy	130 +119	+1,082%	+$1.7K	﹤0.01%	2968
2022 Q4	$168	Buy	+11	New	+$192	﹤0.01%	3194
2022 Q3	–	Sell	-64	Closed	-$1K	–	3434
2022 Q2	$1K	Buy	+64	New	+$1.47K	﹤0.01%	3101
2022 Q1	–	Sell	-30	Closed	-$1K	–	3442
2021 Q4	$1K	Buy	+30	New	+$977	﹤0.01%	3076

Other funds holding XP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

General Atlantic New York $2.91B AUM 24.21% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Northwestern Mutual Wealth Management's XP Position: Q1 2026 in Review

Northwestern Mutual Wealth Management sold out of XP (XP) in Q1 2026, closing a stake of 86 shares — an estimated $1.41K sold.

Northwestern Mutual Wealth Management first reported a position in XP in Q4 2021 and held it in 7 quarters. The position peaked at $1.64K in Q2 2023. 359 funds tracked by Wall St. Rank hold XP as of Q1 2026.

Northwestern Mutual Wealth Management reported no remaining XP position as of Q1 2026 after selling out during the quarter.
Northwestern Mutual Wealth Management sold 86 XP shares in Q1 2026, an estimated $1.41K.
Northwestern Mutual Wealth Management first reported a position in XP in Q4 2021 and held it in 7 quarters.
Northwestern Mutual Wealth Management's XP position peaked at $1.64K in Q2 2023.
359 funds tracked by Wall St. Rank held XP as of Q1 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.