Physician Wealth Advisors’s XP XP Stock Holding History

Physician 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
2025 Q3	–	Sell	-36	Closed	-$728	–	2066
2025 Q2	$728	Buy	+36	New	+$622	﹤0.01%	1588

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

Physician Wealth Advisors's XP Position: Q3 2025 in Review

Physician Wealth Advisors sold out of XP (XP) in Q3 2025, closing a stake of 36 shares — an estimated $728 sold.

Physician Wealth Advisors first reported a position in XP in Q2 2025 and held it in 1 quarter. The position peaked at $728 in Q2 2025. 328 funds tracked by Wall St. Rank hold XP as of Q3 2025.

Physician Wealth Advisors reported no remaining XP position as of Q3 2025 after selling out during the quarter.
Physician Wealth Advisors sold 36 XP shares in Q3 2025, an estimated $728.
Physician Wealth Advisors first reported a position in XP in Q2 2025 and held it in 1 quarter.
Physician Wealth Advisors's XP position peaked at $728 in Q2 2025.
328 funds tracked by Wall St. Rank held XP as of Q3 2025.

Based on Physician Wealth Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.