PharVision Advisers’s XP XP Stock Holding History

PharVision Advisers’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 Q3	–	Sell	-14,437	Closed	-$292K	–	815
2025 Q2	$292K	Buy	+14,437	New	+$249K	0.42%	85
2025 Q1	–	Sell	-41,042	Closed	-$486K	–	537
2024 Q4	$486K	Buy	+41,042	New	+$646K	0.41%	46

Other funds holding XP

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

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

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

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

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

AIM

ARGA Investment Management Stamford, Connecticut $3.05B AUM 47.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PharVision Advisers's XP Position: Q3 2025 in Review

PharVision Advisers sold out of XP (XP) in Q3 2025, closing a stake of 14,437 shares — an estimated $292K sold.

PharVision Advisers first reported a position in XP in Q4 2024 and held it in 2 quarters. The position peaked at $486K in Q4 2024. 328 funds tracked by Wall St. Rank hold XP as of Q3 2025.

PharVision Advisers reported no remaining XP position as of Q3 2025 after selling out during the quarter.
PharVision Advisers sold 14,437 XP shares in Q3 2025, an estimated $292K.
PharVision Advisers first reported a position in XP in Q4 2024 and held it in 2 quarters.
PharVision Advisers's XP position peaked at $486K in Q4 2024.
328 funds tracked by Wall St. Rank held XP as of Q3 2025.

Based on PharVision Advisers's 13F filing for Q3 2025, filed 17 Nov 2025.