Wealth Watch Advisors’s XP XP Stock Holding History

Wealth Watch Advisors’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	-1	Closed	-$19	–	1060
2025 Q3	$19	Buy	+1	New	+$18	﹤0.01%	921

Other funds holding XP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

General Atlantic New York $2.15B AUM 35.02% 1-Year Est. Return

AIM

ARGA Investment Management Stamford, Connecticut $3.05B AUM 47.96% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wealth Watch Advisors's XP Position: Q4 2025 in Review

Wealth Watch Advisors sold out of XP (XP) in Q4 2025, closing a stake of 1 share — an estimated $19 sold.

Wealth Watch Advisors first reported a position in XP in Q3 2025 and held it in 1 quarter. The position peaked at $19 in Q3 2025. 342 funds tracked by Wall St. Rank hold XP as of Q4 2025.

Wealth Watch Advisors reported no remaining XP position as of Q4 2025 after selling out during the quarter.
Wealth Watch Advisors sold 1 XP share in Q4 2025, an estimated $19.
Wealth Watch Advisors first reported a position in XP in Q3 2025 and held it in 1 quarter.
Wealth Watch Advisors's XP position peaked at $19 in Q3 2025.
342 funds tracked by Wall St. Rank held XP as of Q4 2025.

Based on Wealth Watch Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.