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Wealth High Governance Asset Management’s XP XP Stock Holding History

Wealth High Governance Asset 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
Q1 		$3.71M Sell
194,892
-415,370
-68% -$8.03M 0.58% 43
2025
Q4 		$9.99M Buy
+610,262
New +$10.7M 1.79% 28

Other funds holding XP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
AIM
ARGA Investment Management Stamford, Connecticut $3.92B AUM 35.93% 1-Year Est. Return
GA
General Atlantic New York $2.15B AUM 35.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Wealth High Governance Asset Management's XP Position: Q1 2026 in Review

Wealth High Governance Asset Management reduced its XP (XP) stake by 68% in Q1 2026, selling an estimated $8.03M and leaving 194,892 shares worth $3.71M. The position accounts for 0.58% of the portfolio, ranked #43.

Wealth High Governance Asset Management first reported a position in XP in Q4 2025 and has held it in 2 quarters since. The position peaked at $9.99M in Q4 2025. 356 funds tracked by Wall St. Rank hold XP as of Q1 2026.

  • Wealth High Governance Asset Management held 194,892 shares of XP worth $3.71M as of Q1 2026.
  • Wealth High Governance Asset Management sold 415,370 XP shares in Q1 2026, an estimated $8.03M.
  • XP made up 0.58% of Wealth High Governance Asset Management's portfolio in Q1 2026, its #43 holding.
  • Wealth High Governance Asset Management first reported a position in XP in Q4 2025 and has held it in 2 quarters since.
  • Wealth High Governance Asset Management's XP position peaked at $9.99M in Q4 2025.
  • 356 funds tracked by Wall St. Rank held XP as of Q1 2026.

Based on Wealth High Governance Asset Management's 13F filing for Q1 2026, filed 18 Jun 2026.