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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
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 $5.7T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
AIM
ARGA Investment Management Stamford, Connecticut $3.05B AUM 47.96% 1-Year Est. Return
GA
General Atlantic New York $2.15B AUM 35.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $43.1B AUM 23.42% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return