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Sustainable Growth Advisers’s XP XP Stock Holding History

Sustainable Growth Advisers’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 		$7.96M Sell
489,754
-206,735
-30% -$3.69M 0.08% 44
2026
Q1 		$13.3M Buy
696,489
+16,319
+2% +$315K 0.12% 41
2025
Q4 		$11.1M Buy
680,170
+145,154
+27% +$2.56M 0.08% 42
2025
Q3 		$10.1M Buy
535,016
+79,909
+18% +$1.43M 0.06% 44
2025
Q2 		$9.19M Sell
455,107
-216,886
-32% -$3.75M 0.05% 45
2025
Q1 		$9.24M Buy
671,993
+81,371
+14% +$1.12M 0.05% 43
2024
Q4 		$7M Buy
590,622
+40,668
+7% +$640K 0.04% 45
2024
Q3 		$9.87M Sell
549,954
-705,789
-56% -$12.9M 0.04% 43
2024
Q2 		$22.1M Buy
1,255,743
+135,934
+12% +$2.81M 0.1% 38
2024
Q1 		$28.7M Buy
1,119,809
+417,271
+59% +$10.5M 0.12% 40
2023
Q4 		$18.3M Buy
702,538
+27,108
+4% +$619K 0.08% 39
2023
Q3 		$15.6M Buy
675,430
+40,328
+6% +$1.01M 0.08% 40
2023
Q2 		$14.9M Buy
635,102
+394,587
+164% +$6.7M 0.07% 43
2023
Q1 		$2.85M Sell
240,515
-5,813,737
-96% -$82.8M 0.02% 48
2022
Q4 		$92.9M Buy
6,054,252
+894,499
+17% +$15.6M 0.6% 38
2022
Q3 		$98.1M Buy
5,159,753
+425,241
+9% +$8.44M 0.73% 36
2022
Q2 		$85M Sell
4,734,512
-406,979
-8% -$9.37M 0.61% 36
2022
Q1 		$155M Buy
5,141,491
+70,980
+1% +$2.21M 0.86% 35
2021
Q4 		$146M Buy
5,070,511
+3,149,770
+164% +$103M 0.74% 36
2021
Q3 		$77.2M Buy
1,920,741
+1,908,500
+15,591% +$85.2M 0.39% 36
2021
Q2 		$533K Sell
12,241
-93,494
-88% -$3.87M ﹤0.01% 51
2021
Q1 		$3.98M Buy
105,735
+96,733
+1,075% +$4.13M 0.02% 46
2020
Q4 		$357K Buy
+9,002
New +$368K ﹤0.01% 55

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

Sustainable Growth Advisers's XP Position: Q2 2026 in Review

Sustainable Growth Advisers reduced its XP (XP) stake by 30% in Q2 2026, selling an estimated $3.69M and leaving 489,754 shares worth $7.96M. The position accounts for 0.08% of the portfolio, ranked #44.

Sustainable Growth Advisers first reported a position in XP in Q4 2020 and has held it in 23 quarters since. The position peaked at $155M in Q1 2022. 320 funds tracked by Wall St. Rank hold XP as of Q2 2026.

  • Sustainable Growth Advisers held 489,754 shares of XP worth $7.96M as of Q2 2026.
  • Sustainable Growth Advisers sold 206,735 XP shares in Q2 2026, an estimated $3.69M.
  • XP made up 0.08% of Sustainable Growth Advisers's portfolio in Q2 2026, its #44 holding.
  • Sustainable Growth Advisers first reported a position in XP in Q4 2020 and has held it in 23 quarters since.
  • Sustainable Growth Advisers's XP position peaked at $155M in Q1 2022.
  • 320 funds tracked by Wall St. Rank held XP as of Q2 2026.

Based on Sustainable Growth Advisers's 13F filing for Q2 2026, filed 10 Aug 2026.