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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
Q2 		– Sell
-194,892
Closed -$3.71M – 79
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 $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 $3.38T AUM 44.17% 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

Wealth High Governance Asset Management's XP Position: Q2 2026 in Review

Wealth High Governance Asset Management sold out of XP (XP) in Q2 2026, closing a stake of 194,892 shares — an estimated $3.71M sold.

Wealth High Governance Asset Management first reported a position in XP in Q4 2025 and held it in 2 quarters. The position peaked at $9.99M in Q4 2025. 320 funds tracked by Wall St. Rank hold XP as of Q2 2026.

  • Wealth High Governance Asset Management reported no remaining XP position as of Q2 2026 after selling out during the quarter.
  • Wealth High Governance Asset Management sold 194,892 XP shares in Q2 2026, an estimated $3.71M.
  • Wealth High Governance Asset Management first reported a position in XP in Q4 2025 and held it in 2 quarters.
  • Wealth High Governance Asset Management's XP position peaked at $9.99M in Q4 2025.
  • 320 funds tracked by Wall St. Rank held XP as of Q2 2026.

Based on Wealth High Governance Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.