SHP Wealth Management’s XP XP Stock Holding History

SHP Wealth 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
2026 Q1	$1.58K	Buy	+83	New	+$1.6K	﹤0.01%	1347

Other funds holding XP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

AIM

ARGA Investment Management Stamford, Connecticut $3.92B AUM 35.93% 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 $315B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

SHP Wealth Management's XP Position: Q1 2026 in Review

SHP Wealth Management opened a new position in XP (XP) in Q1 2026: 83 shares worth $1.58K. The stake represents ﹤0.01% of the portfolio and ranks #1347 among its holdings.

356 funds tracked by Wall St. Rank hold XP as of Q1 2026.

SHP Wealth Management held 83 shares of XP worth $1.58K as of Q1 2026.
XP was a new SHP Wealth Management position in Q1 2026.
XP made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1347 holding.
356 funds tracked by Wall St. Rank held XP as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.