WIM
XP icon

Westside Investment Management’s XP XP Stock Holding History

Westside Investment 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 		$8.86K Hold
545
– – ﹤0.01% 1151
2026
Q1 		$10.1K Hold
545
– – ﹤0.01% 1101
2025
Q4 		$8.82K Hold
545
– – ﹤0.01% 1118
2025
Q3 		$9.94K Buy
+545
New +$9.77K ﹤0.01% 1100

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 $3.37T AUM 44.26% 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

Westside Investment Management's XP Position: Q2 2026 in Review

Westside Investment Management held its XP (XP) position steady in Q2 2026 at 545 shares worth $8.86K. The position accounts for ﹤0.01% of the portfolio, ranked #1151.

Westside Investment Management first reported a position in XP in Q3 2025 and has held it in 4 quarters since. The position peaked at $10.1K in Q1 2026. 320 funds tracked by Wall St. Rank hold XP as of Q2 2026.

  • Westside Investment Management held 545 shares of XP worth $8.86K as of Q2 2026.
  • Westside Investment Management left its XP share count unchanged in Q2 2026.
  • XP made up ﹤0.01% of Westside Investment Management's portfolio in Q2 2026, its #1151 holding.
  • Westside Investment Management first reported a position in XP in Q3 2025 and has held it in 4 quarters since.
  • Westside Investment Management's XP position peaked at $10.1K in Q1 2026.
  • 320 funds tracked by Wall St. Rank held XP as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.