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 Q2	$502K	Sell	2,445 -25	-1%	-$5.29K	0.03%	316
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 $6.73T AUM 46.02% 1-Year Est. Return

MFN Partners Boston, Massachusetts $4.83B AUM 65.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Advisor OS's XPO Position: Q2 2026 in Review

Advisor OS reduced its XPO (XPO) stake by 1% in Q2 2026, selling an estimated $5.29K and leaving 2,445 shares worth $502K. The position accounts for 0.03% of the portfolio, ranked #316.

Advisor OS first reported a position in XPO in Q3 2025 and has held it in 4 quarters since. 752 funds tracked by Wall St. Rank hold XPO as of Q2 2026.

Advisor OS held 2,445 shares of XPO worth $502K as of Q2 2026.
Advisor OS sold 25 XPO shares in Q2 2026, an estimated $5.29K.
XPO made up 0.03% of Advisor OS's portfolio in Q2 2026, its #316 holding.
Advisor OS first reported a position in XPO in Q3 2025 and has held it in 4 quarters since.
752 funds tracked by Wall St. Rank held XPO as of Q2 2026.

Based on Advisor OS's 13F filing for Q2 2026, filed 5 Aug 2026.