Advisor OS’s XPO XPO Stock Holding History

Advisor OS’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	$481K	Sell	2,470 -655	-21%	-$117K	0.03%	308
2025 Q4	$425K	Buy	3,125 +6	+0.2%	+$817	0.03%	311
2025 Q3	$403K	Buy	+3,119	New	+$405K	0.03%	298

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

Advisor OS's XPO Position: Q1 2026 in Review

Advisor OS reduced its XPO (XPO) stake by 21% in Q1 2026, selling an estimated $117K and leaving 2,470 shares worth $481K. The position accounts for 0.03% of the portfolio, ranked #308.

Advisor OS first reported a position in XPO in Q3 2025 and has held it in 3 quarters since. 669 funds tracked by Wall St. Rank hold XPO as of Q1 2026.

Advisor OS held 2,470 shares of XPO worth $481K as of Q1 2026.
Advisor OS sold 655 XPO shares in Q1 2026, an estimated $117K.
XPO made up 0.03% of Advisor OS's portfolio in Q1 2026, its #308 holding.
Advisor OS first reported a position in XPO in Q3 2025 and has held it in 3 quarters since.
669 funds tracked by Wall St. Rank held XPO as of Q1 2026.

Based on Advisor OS's 13F filing for Q1 2026, filed 8 May 2026.