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WealthTrak Capital Management’s XP XP Stock Holding History

WealthTrak Capital 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
Q3 		– Sell
-30
Closed -$606 – 904
2025
Q2 		$606 Hold
30
– – ﹤0.01% 612
2025
Q1 		$413 Buy
30
+20
+200% +$275 ﹤0.01% 695
2024
Q4 		$119 Buy
+10
New +$157 ﹤0.01% 888

Other funds holding XP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
GA
General Atlantic New York $2.15B AUM 35.02% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AIM
ARGA Investment Management Stamford, Connecticut $3.05B AUM 47.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WealthTrak Capital Management's XP Position: Q3 2025 in Review

WealthTrak Capital Management sold out of XP (XP) in Q3 2025, closing a stake of 30 shares — an estimated $606 sold.

WealthTrak Capital Management first reported a position in XP in Q4 2024 and held it in 3 quarters. The position peaked at $606 in Q2 2025. 328 funds tracked by Wall St. Rank hold XP as of Q3 2025.

  • WealthTrak Capital Management reported no remaining XP position as of Q3 2025 after selling out during the quarter.
  • WealthTrak Capital Management sold 30 XP shares in Q3 2025, an estimated $606.
  • WealthTrak Capital Management first reported a position in XP in Q4 2024 and held it in 3 quarters.
  • WealthTrak Capital Management's XP position peaked at $606 in Q2 2025.
  • 328 funds tracked by Wall St. Rank held XP as of Q3 2025.

Based on WealthTrak Capital Management's 13F filing for Q3 2025, filed 14 Nov 2025.