Tortoise Investment Management’s XP XP Stock Holding History

Tortoise 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
2025 Q4	–	Sell	-2	Closed	-$38	–	1496
2025 Q3	$38	Buy	+2	New	+$36	﹤0.01%	1525

Other funds holding XP

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

General Atlantic New York $2.91B AUM 24.21% 1-Year Est. Return

AIM

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Tortoise Investment Management's XP Position: Q4 2025 in Review

Tortoise Investment Management sold out of XP (XP) in Q4 2025, closing a stake of 2 shares — an estimated $38 sold.

Tortoise Investment Management first reported a position in XP in Q3 2025 and held it in 1 quarter. The position peaked at $38 in Q3 2025. 343 funds tracked by Wall St. Rank hold XP as of Q4 2025.

Tortoise Investment Management reported no remaining XP position as of Q4 2025 after selling out during the quarter.
Tortoise Investment Management sold 2 XP shares in Q4 2025, an estimated $38.
Tortoise Investment Management first reported a position in XP in Q3 2025 and held it in 1 quarter.
Tortoise Investment Management's XP position peaked at $38 in Q3 2025.
343 funds tracked by Wall St. Rank held XP as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.