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AE Wealth Management’s XPO XPO Stock Holding History

AE Wealth Management’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 		$4.35M Buy
21,166
+1,004
+5% +$212K 0.02% 470
2026
Q1 		$3.92M Buy
20,162
+17,178
+576% +$3.08M 0.02% 479
2025
Q4 		$405K Buy
2,984
+610
+26% +$83.1K ﹤0.01% 1158
2025
Q3 		$307K Sell
2,374
-14
-0.6% -$1.82K ﹤0.01% 1176
2025
Q2 		$302K Sell
2,388
-193
-7% -$21.6K ﹤0.01% 1117
2025
Q1 		$278K Sell
2,581
-1,229
-32% -$156K ﹤0.01% 1124
2024
Q4 		$500K Buy
3,810
+602
+19% +$81.4K ﹤0.01% 913
2024
Q3 		$345K Buy
3,208
+237
+8% +$26.5K ﹤0.01% 983
2024
Q2 		$315K Sell
2,971
-370
-11% -$41.5K ﹤0.01% 1016
2024
Q1 		$408K Buy
3,341
+155
+5% +$16.6K ﹤0.01% 876
2023
Q4 		$277K Buy
3,186
+90
+3% +$7.33K ﹤0.01% 1746
2023
Q3 		$231K Sell
3,096
-10,115
-77% -$698K ﹤0.01% 1723
2023
Q2 		$779K Buy
13,211
+5,353
+68% +$242K ﹤0.01% 1185
2023
Q1 		$251K Buy
+7,858
New +$283K ﹤0.01% 1630
2022
Q2 		– Sell
-5,281
Closed -$228K – 1859
2022
Q1 		$228K Buy
5,281
+308
+6% +$12.9K ﹤0.01% 1538
2021
Q4 		$229K Buy
4,973
+104
+2% +$4.83K ﹤0.01% 1558
2021
Q3 		$230K Sell
4,869
-3,068
-39% -$154K ﹤0.01% 1478
2021
Q2 		$384K Buy
7,937
+604
+8% +$29.5K ﹤0.01% 1238
2021
Q1 		$313K Buy
7,333
+38
+0.5% +$1.58K ﹤0.01% 1235
2020
Q4 		$301K Buy
7,295
+29
+0.4% +$1.05K ﹤0.01% 1148
2020
Q3 		$213K Buy
+7,266
New +$209K ﹤0.01% 1164

Other funds holding XPO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MP
MFN Partners Boston, Massachusetts $4.83B AUM 65.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

AE Wealth Management's XPO Position: Q2 2026 in Review

AE Wealth Management increased its XPO (XPO) stake by 5% in Q2 2026, buying an estimated $212K and bringing the position to 21,166 shares worth $4.35M. The position accounts for 0.02% of the portfolio, ranked #470.

AE Wealth Management first reported a position in XPO in Q3 2020 and has held it in 21 quarters since. 746 funds tracked by Wall St. Rank hold XPO as of Q2 2026.

  • AE Wealth Management held 21,166 shares of XPO worth $4.35M as of Q2 2026.
  • AE Wealth Management bought 1,004 XPO shares in Q2 2026, an estimated $212K.
  • XPO made up 0.02% of AE Wealth Management's portfolio in Q2 2026, its #470 holding.
  • AE Wealth Management first reported a position in XPO in Q3 2020 and has held it in 21 quarters since.
  • 746 funds tracked by Wall St. Rank held XPO as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.