Schroder Investment Management Group
XP icon

Schroder Investment Management Group’s XP XP Stock Holding History

Schroder Investment Management Group’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 		$452K Sell
27,823
-6,184
-18% -$110K ﹤0.01% 1098
2026
Q1 		$647K Sell
34,007
-7,064,286
-100% -$137M ﹤0.01% 1070
2025
Q4 		$116M Sell
7,098,293
-5,189,898
-42% -$91.4M 0.09% 173
2025
Q3 		$231M Buy
12,288,191
+5,240,306
+74% +$94M 0.18% 106
2025
Q2 		$142M Buy
+7,047,885
New +$122M 0.12% 141
2025
Q1 		– Sell
-11,740
Closed -$139K – 1270
2024
Q4 		$139K Sell
11,740
-188,485
-94% -$2.97M ﹤0.01% 1180
2024
Q3 		$3.59M Sell
200,225
-6,403,455
-97% -$117M ﹤0.01% 853
2024
Q2 		$116M Sell
6,603,680
-210,694
-3% -$4.35M 0.13% 145
2024
Q1 		$175M Buy
6,814,374
+6,343,605
+1,347% +$159M 0.21% 96
2023
Q4 		$12.3M Buy
+470,769
New +$10.7M 0.02% 595
2023
Q2 		– Sell
-4,139,969
Closed -$49.1M – 1294
2023
Q1 		$49.1M Sell
4,139,969
-12,030
-0.3% -$171K 0.07% 277
2022
Q4 		$63.7M Buy
4,151,999
+1,408,502
+51% +$24.6M 0.1% 202
2022
Q3 		$52.2M Buy
+2,743,497
New +$54.5M 0.09% 239
2021
Q2 		– Sell
-79,471
Closed -$2.99M – 1630
2021
Q1 		$2.99M Buy
+79,471
New +$3.39M ﹤0.01% 933

Other funds holding XP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
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
GA
General Atlantic New York $2.91B AUM 24.21% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Schroder Investment Management Group's XP Position: Q2 2026 in Review

Schroder Investment Management Group reduced its XP (XP) stake by 18% in Q2 2026, selling an estimated $110K and leaving 27,823 shares worth $452K. The position accounts for ﹤0.01% of the portfolio, ranked #1098.

Schroder Investment Management Group first reported a position in XP in Q1 2021 and has held it in 14 quarters since. The position peaked at $231M in Q3 2025. 320 funds tracked by Wall St. Rank hold XP as of Q2 2026.

  • Schroder Investment Management Group held 27,823 shares of XP worth $452K as of Q2 2026.
  • Schroder Investment Management Group sold 6,184 XP shares in Q2 2026, an estimated $110K.
  • XP made up ﹤0.01% of Schroder Investment Management Group's portfolio in Q2 2026, its #1098 holding.
  • Schroder Investment Management Group first reported a position in XP in Q1 2021 and has held it in 14 quarters since.
  • Schroder Investment Management Group's XP position peaked at $231M in Q3 2025.
  • 320 funds tracked by Wall St. Rank held XP as of Q2 2026.

Based on Schroder Investment Management Group's 13F filing for Q2 2026, filed 13 Aug 2026.