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Whipplewood Advisors’s XP XP Stock Holding History

Whipplewood 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
2026
Q2 		– Sell
-47
Closed -$895 – 1041
2026
Q1 		$895 Buy
+47
New +$908 ﹤0.01% 912
2025
Q3 		– Sell
-73
Closed -$1.47K – 1175
2025
Q2 		$1.47K Buy
73
+15
+26% +$259 ﹤0.01% 942
2025
Q1 		$1K Sell
58
-17
-23% -$234 ﹤0.01% 1028
2024
Q4 		$889 Buy
+75
New +$1.18K ﹤0.01% 1037

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

Whipplewood Advisors's XP Position: Q2 2026 in Review

Whipplewood Advisors sold out of XP (XP) in Q2 2026, closing a stake of 47 shares — an estimated $895 sold.

Whipplewood Advisors first reported a position in XP in Q4 2024 and held it in 4 quarters. The position peaked at $1.47K in Q2 2025. 320 funds tracked by Wall St. Rank hold XP as of Q2 2026.

  • Whipplewood Advisors reported no remaining XP position as of Q2 2026 after selling out during the quarter.
  • Whipplewood Advisors sold 47 XP shares in Q2 2026, an estimated $895.
  • Whipplewood Advisors first reported a position in XP in Q4 2024 and held it in 4 quarters.
  • Whipplewood Advisors's XP position peaked at $1.47K in Q2 2025.
  • 320 funds tracked by Wall St. Rank held XP as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.