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Stone House Investment Management’s XP XP Stock Holding History

Stone House Investment 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
Q2 		$9.17K Buy
564
+232
+70% +$4.14K ﹤0.01% 447
2026
Q1 		$6.32K Buy
332
+286
+622% +$5.53K ﹤0.01% 419
2025
Q4 		$753 Buy
+46
New +$810 ﹤0.01% 675

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

Stone House Investment Management's XP Position: Q2 2026 in Review

Stone House Investment Management increased its XP (XP) stake by 70% in Q2 2026, buying an estimated $4.14K and bringing the position to 564 shares worth $9.17K. The position accounts for ﹤0.01% of the portfolio, ranked #447.

Stone House Investment Management first reported a position in XP in Q4 2025 and has held it in 3 quarters since. 320 funds tracked by Wall St. Rank hold XP as of Q2 2026.

  • Stone House Investment Management held 564 shares of XP worth $9.17K as of Q2 2026.
  • Stone House Investment Management bought 232 XP shares in Q2 2026, an estimated $4.14K.
  • XP made up ﹤0.01% of Stone House Investment Management's portfolio in Q2 2026, its #447 holding.
  • Stone House Investment Management first reported a position in XP in Q4 2025 and has held it in 3 quarters since.
  • 320 funds tracked by Wall St. Rank held XP as of Q2 2026.

Based on Stone House Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.