Prelude Capital Management’s XP XP Stock Holding History

Prelude Capital 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
2025 Q2	–	Sell	-12,399	Closed	-$170K	–	1426
2025 Q1	$170K	Buy	+12,399	New	+$171K	0.01%	974
2023 Q4	–	Sell	-10,467	Closed	-$241K	–	1390
2023 Q3	$241K	Buy	+10,467	New	+$262K	0.02%	792
2021 Q4	–	Sell	-8,011	Closed	-$322K	–	2297
2021 Q3	$322K	Buy	+8,011	New	+$358K	0.01%	1105
2021 Q2	–	Sell	-9,400	Closed	-$354K	–	2027
2021 Q1	$354K	Buy	+9,400	New	+$401K	0.01%	1066

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

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

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

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

ACGDR

Atmos Capital Gestao de Recursos Leblon - Rio De Janeiro, Brazil $714M AUM 35.97% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

Prelude Capital Management's XP Position: Q2 2025 in Review

Prelude Capital Management sold out of XP (XP) in Q2 2025, closing a stake of 12,399 shares — an estimated $170K sold.

Prelude Capital Management first reported a position in XP in Q1 2021 and held it in 4 quarters. The position peaked at $354K in Q1 2021. 313 funds tracked by Wall St. Rank hold XP as of Q2 2025.

Prelude Capital Management reported no remaining XP position as of Q2 2025 after selling out during the quarter.
Prelude Capital Management sold 12,399 XP shares in Q2 2025, an estimated $170K.
Prelude Capital Management first reported a position in XP in Q1 2021 and held it in 4 quarters.
Prelude Capital Management's XP position peaked at $354K in Q1 2021.
313 funds tracked by Wall St. Rank held XP as of Q2 2025.

Based on Prelude Capital Management's 13F filing for Q2 2025, filed 14 Aug 2025.