Wellington Management Group
XP icon

Wellington Management Group’s XP XP Stock Holding History

Wellington Management Group’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
Q2 		– Sell
-5,993,854
Closed -$82.4M – 2069
2025
Q1 		$82.4M Buy
5,993,854
+2,267,673
+61% +$31.2M 0.02% 556
2024
Q4 		$44.2M Sell
3,726,181
-604,658
-14% -$9.52M 0.01% 741
2024
Q3 		$77.7M Sell
4,330,839
-61,128
-1% -$1.11M 0.01% 595
2024
Q2 		$77.3M Sell
4,391,967
-318,537
-7% -$6.58M 0.01% 600
2024
Q1 		$121M Buy
4,710,504
+3,439,596
+271% +$86.3M 0.02% 508
2023
Q4 		$33.1M Sell
1,270,908
-15,482
-1% -$353K 0.01% 825
2023
Q3 		$29.7M Sell
1,286,390
-242,206
-16% -$6.07M 0.01% 850
2023
Q2 		$35.9M Sell
1,528,596
-311,273
-17% -$5.28M 0.01% 795
2023
Q1 		$21.8M Sell
1,839,869
-16,837
-0.9% -$240K ﹤0.01% 916
2022
Q4 		$28.5M Sell
1,856,706
-2,358,466
-56% -$41.2M 0.01% 842
2022
Q3 		$80.1M Buy
4,215,172
+402,415
+11% +$7.99M 0.02% 567
2022
Q2 		$68.5M Sell
3,812,757
-3,043,030
-44% -$70M 0.01% 610
2022
Q1 		$206M Sell
6,855,787
-845,759
-11% -$26.4M 0.04% 409
2021
Q4 		$221M Sell
7,701,546
-1,747,570
-18% -$56.9M 0.04% 415
2021
Q3 		$380M Buy
9,449,116
+63,403
+0.7% +$2.83M 0.06% 278
2021
Q2 		$409M Sell
9,385,713
-24,387
-0.3% -$1.01M 0.07% 270
2021
Q1 		$354M Buy
9,410,100
+783,910
+9% +$33.5M 0.06% 295
2020
Q4 		$342M Buy
8,626,190
+6,057,814
+236% +$247M 0.06% 290
2020
Q3 		$107M Sell
2,568,376
-27,112
-1% -$1.24M 0.02% 505
2020
Q2 		$109M Sell
2,595,488
-1,517,376
-37% -$46.6M 0.02% 499
2020
Q1 		$79.3M Buy
4,112,864
+776,562
+23% +$26.2M 0.02% 518
2019
Q4 		$129M Buy
+3,336,302
New +$125M 0.03% 507

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
ACGDR
Atmos Capital Gestao de Recursos Leblon - Rio De Janeiro, Brazil $714M AUM 35.97% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

Wellington Management Group's XP Position: Q2 2025 in Review

Wellington Management Group sold out of XP (XP) in Q2 2025, closing a stake of 5,993,854 shares — an estimated $82.4M sold.

Wellington Management Group first reported a position in XP in Q4 2019 and held it in 22 quarters. The position peaked at $409M in Q2 2021. 313 funds tracked by Wall St. Rank hold XP as of Q2 2025.

  • Wellington Management Group reported no remaining XP position as of Q2 2025 after selling out during the quarter.
  • Wellington Management Group sold 5,993,854 XP shares in Q2 2025, an estimated $82.4M.
  • Wellington Management Group first reported a position in XP in Q4 2019 and held it in 22 quarters.
  • Wellington Management Group's XP position peaked at $409M in Q2 2021.
  • 313 funds tracked by Wall St. Rank held XP as of Q2 2025.

Based on Wellington Management Group's 13F filing for Q2 2025, filed 14 Aug 2025.