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Anderson Financial Strategies’s XPO XPO Stock Holding History

Anderson Financial Strategies’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
2025
Q3 		– Sell
-13,869
Closed -$1.75M – 46
2025
Q2 		$1.75M Buy
13,869
+1,166
+9% +$131K 1.12% 19
2025
Q1 		$1.37M Buy
12,703
+3,301
+35% +$420K 0.84% 25
2024
Q4 		$1.23M Buy
+9,402
New +$1.27M 0.74% 27

Other funds holding XPO

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
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 World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return
State Street
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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Anderson Financial Strategies's XPO Position: Q3 2025 in Review

Anderson Financial Strategies sold out of XPO (XPO) in Q3 2025, closing a stake of 13,869 shares — an estimated $1.75M sold.

Anderson Financial Strategies first reported a position in XPO in Q4 2024 and held it in 3 quarters. The position peaked at $1.75M in Q2 2025. 544 funds tracked by Wall St. Rank hold XPO as of Q3 2025.

  • Anderson Financial Strategies reported no remaining XPO position as of Q3 2025 after selling out during the quarter.
  • Anderson Financial Strategies sold 13,869 XPO shares in Q3 2025, an estimated $1.75M.
  • Anderson Financial Strategies first reported a position in XPO in Q4 2024 and held it in 3 quarters.
  • Anderson Financial Strategies's XPO position peaked at $1.75M in Q2 2025.
  • 544 funds tracked by Wall St. Rank held XPO as of Q3 2025.

Based on Anderson Financial Strategies's 13F filing for Q3 2025, filed 5 Nov 2025.