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 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 $5.72T AUM 30.48% 1-Year Est. Return

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

General Atlantic New York $2.15B AUM 35.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Outlook Wealth Advisors's XP Position: Q1 2026 in Review

Outlook Wealth Advisors reduced its XP (XP) stake by 0.46% in Q1 2026, selling an estimated $1.68K and leaving 18,907 shares worth $360K. The position accounts for 0.09% of the portfolio, ranked #214.

Outlook Wealth Advisors first reported a position in XP in Q4 2023 and has held it in 10 quarters since. The position peaked at $479K in Q2 2025. 356 funds tracked by Wall St. Rank hold XP as of Q1 2026.

Outlook Wealth Advisors held 18,907 shares of XP worth $360K as of Q1 2026.
Outlook Wealth Advisors sold 87 XP shares in Q1 2026, an estimated $1.68K.
XP made up 0.09% of Outlook Wealth Advisors's portfolio in Q1 2026, its #214 holding.
Outlook Wealth Advisors first reported a position in XP in Q4 2023 and has held it in 10 quarters since.
Outlook Wealth Advisors's XP position peaked at $479K in Q2 2025.
356 funds tracked by Wall St. Rank held XP as of Q1 2026.

Based on Outlook Wealth Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.