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OneAscent Wealth Management’s XP XP Stock Holding History

OneAscent 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
Q2 		– Sell
-21,040
Closed -$401K – 186
2026
Q1 		$401K Buy
21,040
+2,810
+15% +$54.3K 0.13% 84
2025
Q4 		$298K Sell
18,230
-460
-2% -$8.1K 0.1% 115
2025
Q3 		$351K Buy
+18,690
New +$335K 0.12% 105
2024
Q2 		– Sell
-10,642
Closed -$273K – 183
2024
Q1 		$273K Sell
10,642
-688
-6% -$17.3K 0.1% 139
2023
Q4 		$295K Sell
11,330
-627
-5% -$14.3K 0.12% 118
2023
Q3 		$276K Buy
+11,957
New +$300K 0.12% 116

Other funds holding XP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
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
GA
General Atlantic New York $2.91B AUM 24.21% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

OneAscent Wealth Management's XP Position: Q2 2026 in Review

OneAscent Wealth Management sold out of XP (XP) in Q2 2026, closing a stake of 21,040 shares — an estimated $401K sold.

OneAscent Wealth Management first reported a position in XP in Q3 2023 and held it in 6 quarters. The position peaked at $401K in Q1 2026. 320 funds tracked by Wall St. Rank hold XP as of Q2 2026.

  • OneAscent Wealth Management reported no remaining XP position as of Q2 2026 after selling out during the quarter.
  • OneAscent Wealth Management sold 21,040 XP shares in Q2 2026, an estimated $401K.
  • OneAscent Wealth Management first reported a position in XP in Q3 2023 and held it in 6 quarters.
  • OneAscent Wealth Management's XP position peaked at $401K in Q1 2026.
  • 320 funds tracked by Wall St. Rank held XP as of Q2 2026.

Based on OneAscent Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.