Outlook Wealth Advisors’s XP XP Stock Holding History

Outlook Wealth 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
2026 Q2	$306K	Sell	18,822 -85	-0.4%	-$1.51K	0.07%	254
2026 Q1	$360K	Sell	18,907 -87	-0.5%	-$1.68K	0.09%	214
2025 Q4	$311K	Sell	18,994 -146	-0.8%	-$2.57K	0.07%	236
2025 Q3	$360K	Sell	19,140 -4,562	-19%	-$81.8K	0.09%	203
2025 Q2	$479K	Sell	23,702 -590	-2%	-$10.2K	0.12%	152
2025 Q1	$334K	Buy	24,292 +511	+2%	+$7.04K	0.09%	212
2024 Q4	$282K	Buy	23,781 +7,629	+47%	+$120K	0.08%	220
2024 Q3	$290K	Buy	16,152 +2,603	+19%	+$47.5K	0.08%	221
2024 Q2	$238K	Sell	13,549 -282	-2%	-$5.83K	0.07%	242
2024 Q1	$355K	Buy	13,831 +2,393	+21%	+$60K	0.11%	181
2023 Q4	$298K	Buy	+11,438	New	+$261K	0.1%	172

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

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

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

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

Outlook Wealth Advisors's XP Position: Q2 2026 in Review

Outlook Wealth Advisors reduced its XP (XP) stake by 0.45% in Q2 2026, selling an estimated $1.51K and leaving 18,822 shares worth $306K. The position accounts for 0.07% of the portfolio, ranked #254.

Outlook Wealth Advisors first reported a position in XP in Q4 2023 and has held it in 11 quarters since. The position peaked at $479K in Q2 2025. 321 funds tracked by Wall St. Rank hold XP as of Q2 2026.

Outlook Wealth Advisors held 18,822 shares of XP worth $306K as of Q2 2026.
Outlook Wealth Advisors sold 85 XP shares in Q2 2026, an estimated $1.51K.
XP made up 0.07% of Outlook Wealth Advisors's portfolio in Q2 2026, its #254 holding.
Outlook Wealth Advisors first reported a position in XP in Q4 2023 and has held it in 11 quarters since.
Outlook Wealth Advisors's XP position peaked at $479K in Q2 2025.
321 funds tracked by Wall St. Rank held XP as of Q2 2026.

Based on Outlook Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.