TWD
XP icon

True Wealth Design’s XP XP Stock Holding History

True Wealth Design’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 		$879 Sell
54
-16
-23% -$285 ﹤0.01% 2035
2026
Q1 		$1.33K Hold
70
– – ﹤0.01% 1696
2025
Q4 		$1.15K Buy
70
+33
+89% +$581 ﹤0.01% 1660
2025
Q3 		$696 Buy
37
+18
+95% +$323 ﹤0.01% 1892
2025
Q2 		$384 Sell
19
-373
-95% -$6.45K ﹤0.01% 1845
2025
Q1 		$5.39K Buy
+392
New +$5.4K ﹤0.01% 663

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

True Wealth Design's XP Position: Q2 2026 in Review

True Wealth Design reduced its XP (XP) stake by 23% in Q2 2026, selling an estimated $285 and leaving 54 shares worth $879. The position accounts for ﹤0.01% of the portfolio, ranked #2035.

True Wealth Design first reported a position in XP in Q1 2025 and has held it in 6 quarters since. The position peaked at $5.39K in Q1 2025. 320 funds tracked by Wall St. Rank hold XP as of Q2 2026.

  • True Wealth Design held 54 shares of XP worth $879 as of Q2 2026.
  • True Wealth Design sold 16 XP shares in Q2 2026, an estimated $285.
  • XP made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2035 holding.
  • True Wealth Design first reported a position in XP in Q1 2025 and has held it in 6 quarters since.
  • True Wealth Design's XP position peaked at $5.39K in Q1 2025.
  • 320 funds tracked by Wall St. Rank held XP as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.