Addison Advisors’s XPO XPO Stock Holding History

Addison Advisors’s Portfolio XPO Stock Details XPO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$209K	Hold	1,075	–	–	0.05%	218
2025 Q4	$146K	Hold	1,075	–	–	0.03%	265
2025 Q3	$139K	Hold	1,075	–	–	0.03%	272
2025 Q2	$136K	Hold	1,075	–	–	0.03%	267
2025 Q1	$116K	Hold	1,075	–	–	0.03%	280
2024 Q4	$141K	Hold	1,075	–	–	0.04%	256
2024 Q3	$116K	Hold	1,075	–	–	0.03%	289
2024 Q2	$114K	Hold	1,075	–	–	0.04%	273
2024 Q1	$131K	Hold	1,075	–	–	0.05%	254
2023 Q4	$94.2K	Hold	1,075	–	–	0.04%	279
2023 Q3	$80.3K	Hold	1,075	–	–	0.04%	273
2023 Q2	$63.4K	Hold	1,075	–	–	0.03%	293
2023 Q1	$34.3K	Hold	1,075	–	–	0.02%	342
2022 Q4	$35.8K	Sell	1,075 -734	-41%	-$24.7K	0.02%	317
2022 Q3	$48K	Hold	1,809	–	–	0.03%	267
2022 Q2	$52K	Hold	1,809	–	–	0.03%	258
2022 Q1	$78K	Hold	1,809	–	–	0.04%	231
2021 Q4	$83K	Hold	1,809	–	–	0.05%	197
2021 Q3	$86K	Sell	1,809 -1,299	-42%	-$65.1K	0.07%	141
2021 Q2	$150K	Buy	+3,108	New	+$152K	0.12%	101
2020 Q4	$128K	Buy	+3,108	New	+$113K	0.12%	105

Other funds holding XPO

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

MFN Partners Boston, Massachusetts $4.77B AUM 72.29% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

Addison Advisors's XPO Position: Q1 2026 in Review

Addison Advisors held its XPO (XPO) position steady in Q1 2026 at 1,075 shares worth $209K. The position accounts for 0.05% of the portfolio, ranked #218.

Addison Advisors first reported a position in XPO in Q4 2020 and has held it in 21 quarters since. 669 funds tracked by Wall St. Rank hold XPO as of Q1 2026.

Addison Advisors held 1,075 shares of XPO worth $209K as of Q1 2026.
Addison Advisors left its XPO share count unchanged in Q1 2026.
XPO made up 0.05% of Addison Advisors's portfolio in Q1 2026, its #218 holding.
Addison Advisors first reported a position in XPO in Q4 2020 and has held it in 21 quarters since.
669 funds tracked by Wall St. Rank held XPO as of Q1 2026.

Based on Addison Advisors's 13F filing for Q1 2026, filed 8 May 2026.