Novem Group’s XP XP Stock Holding History

Novem Group’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	-54,567	Closed	-$1.03M	–	474
2025 Q3	$1.03M	Buy	54,567 +1,819	+3%	+$32.6K	0.12%	159
2025 Q2	$1.07M	Sell	52,748 -15,902	-23%	-$275K	0.13%	127
2025 Q1	$944K	Buy	68,650 +18,367	+37%	+$253K	0.13%	145
2024 Q4	$596K	Buy	+50,283	New	+$791K	0.09%	212

Other funds holding XP

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

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

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Novem Group's XP Position: Q4 2025 in Review

Novem Group sold out of XP (XP) in Q4 2025, closing a stake of 54,567 shares — an estimated $1.03M sold.

Novem Group first reported a position in XP in Q4 2024 and held it in 4 quarters. The position peaked at $1.07M in Q2 2025. 343 funds tracked by Wall St. Rank hold XP as of Q4 2025.

Novem Group reported no remaining XP position as of Q4 2025 after selling out during the quarter.
Novem Group sold 54,567 XP shares in Q4 2025, an estimated $1.03M.
Novem Group first reported a position in XP in Q4 2024 and held it in 4 quarters.
Novem Group's XP position peaked at $1.07M in Q2 2025.
343 funds tracked by Wall St. Rank held XP as of Q4 2025.

Based on Novem Group's 13F filing for Q4 2025, filed 27 Jan 2026.