SWP
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Stratos Wealth Partners’s XP XP Stock Holding History

Stratos Wealth Partners’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
-18,769
Closed -$258K – 1493
2025
Q1 		$258K Sell
18,769
-8,450
-31% -$116K ﹤0.01% 1158
2024
Q4 		$323K Buy
27,219
+2,983
+12% +$47K ﹤0.01% 1116
2024
Q3 		$435K Buy
24,236
+2,813
+13% +$51.3K 0.01% 983
2024
Q2 		$377K Buy
21,423
+8,366
+64% +$173K 0.01% 1012
2024
Q1 		$335K Buy
13,057
+2,794
+27% +$70.1K 0.01% 1057
2023
Q4 		$268K Buy
+10,263
New +$234K 0.01% 1133

Other funds holding XP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
GA
General Atlantic New York $2.15B AUM 35.02% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
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

Stratos Wealth Partners's XP Position: Q2 2025 in Review

Stratos Wealth Partners sold out of XP (XP) in Q2 2025, closing a stake of 18,769 shares — an estimated $258K sold.

Stratos Wealth Partners first reported a position in XP in Q4 2023 and held it in 6 quarters. The position peaked at $435K in Q3 2024. 313 funds tracked by Wall St. Rank hold XP as of Q2 2025.

  • Stratos Wealth Partners reported no remaining XP position as of Q2 2025 after selling out during the quarter.
  • Stratos Wealth Partners sold 18,769 XP shares in Q2 2025, an estimated $258K.
  • Stratos Wealth Partners first reported a position in XP in Q4 2023 and held it in 6 quarters.
  • Stratos Wealth Partners's XP position peaked at $435K in Q3 2024.
  • 313 funds tracked by Wall St. Rank held XP as of Q2 2025.

Based on Stratos Wealth Partners's 13F filing for Q2 2025, filed 29 Jul 2025.