Amplius Wealth Advisors
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Amplius Wealth Advisors’s XPO XPO Stock Holding History

Amplius Wealth 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
Q3 		$200K Buy
1,139
+122
+12% +$23.9K 0.01% 217
2026
Q2 		$209K Buy
+1,017
New +$215K 0.02% 204

Other funds holding XPO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return

Amplius Wealth Advisors's XPO Position: Q3 2026 in Review

Amplius Wealth Advisors increased its XPO (XPO) stake by 12% in Q3 2026, buying an estimated $23.9K and bringing the position to 1,139 shares worth $200K. The position accounts for 0.01% of the portfolio, ranked #217.

Amplius Wealth Advisors first reported a position in XPO in Q2 2026 and has held it in 2 quarters since. The position peaked at $209K in Q2 2026. 412 funds tracked by Wall St. Rank hold XPO as of Q3 2026.

  • Amplius Wealth Advisors held 1,139 shares of XPO worth $200K as of Q3 2026.
  • Amplius Wealth Advisors bought 122 XPO shares in Q3 2026, an estimated $23.9K.
  • XPO made up 0.01% of Amplius Wealth Advisors's portfolio in Q3 2026, its #217 holding.
  • Amplius Wealth Advisors first reported a position in XPO in Q2 2026 and has held it in 2 quarters since.
  • Amplius Wealth Advisors's XPO position peaked at $209K in Q2 2026.
  • 412 funds tracked by Wall St. Rank held XPO as of Q3 2026.

Based on Amplius Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.