Atria Investments’s XPO XPO Stock Holding History

Atria Investments’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	$456K	Sell	2,343 -60	-2%	-$10.8K	0.01%	1497
2025 Q4	$327K	Buy	2,403 +809	+51%	+$110K	﹤0.01%	1694
2025 Q3	$206K	Buy	+1,594	New	+$207K	﹤0.01%	1936
2020 Q1	–	Sell	-15,148	Closed	-$418K	–	1215
2019 Q4	$418K	Sell	15,148 -1,255	-8%	-$34.5K	0.01%	853
2019 Q3	$406K	Buy	16,403 +75	+0.5%	+$1.73K	0.01%	632
2019 Q2	$367K	Buy	16,328 +975	+6%	+$19.9K	0.01%	671
2019 Q1	$285K	Buy	15,353 +52	+0.3%	+$998	0.01%	718
2018 Q4	$302K	Buy	15,301 +6,589	+76%	+$183K	0.01%	651
2018 Q3	$344K	Sell	8,712 -283	-3%	-$10.3K	0.01%	718
2018 Q2	$312K	Buy	8,995 +1,694	+23%	+$61.5K	0.01%	730
2018 Q1	$257K	Buy	7,301 +55	+0.8%	+$1.83K	0.01%	725
2017 Q4	$230K	Buy	+7,246	New	+$185K	0.01%	738

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

Atria Investments's XPO Position: Q1 2026 in Review

Atria Investments reduced its XPO (XPO) stake by 2.5% in Q1 2026, selling an estimated $10.8K and leaving 2,343 shares worth $456K. The position accounts for 0.01% of the portfolio, ranked #1497.

Atria Investments first reported a position in XPO in Q4 2017 and has held it in 12 quarters since. 669 funds tracked by Wall St. Rank hold XPO as of Q1 2026.

Atria Investments held 2,343 shares of XPO worth $456K as of Q1 2026.
Atria Investments sold 60 XPO shares in Q1 2026, an estimated $10.8K.
XPO made up 0.01% of Atria Investments's portfolio in Q1 2026, its #1497 holding.
Atria Investments first reported a position in XPO in Q4 2017 and has held it in 12 quarters since.
669 funds tracked by Wall St. Rank held XPO as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.