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Atria Wealth Solutions’s XPO XPO Stock Holding History

Atria Wealth Solutions’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
Q2 		– Sell
-4,566
Closed -$491K – 1936
2025
Q1 		$491K Sell
4,566
-66
-1% -$8.39K 0.01% 1209
2024
Q4 		$607K Buy
4,632
+1,328
+40% +$179K 0.01% 1164
2024
Q3 		$355K Sell
3,304
-617
-16% -$69.1K ﹤0.01% 1408
2024
Q2 		$416K Buy
3,921
+132
+3% +$14.8K ﹤0.01% 1321
2024
Q1 		$462K Sell
3,789
-1,000
-21% -$107K 0.01% 1304
2023
Q4 		$419K Sell
4,789
-777
-14% -$63.3K 0.01% 1303
2023
Q3 		$416K Sell
5,566
-125
-2% -$8.63K 0.01% 1224
2023
Q2 		$336K Sell
5,691
-2,300
-29% -$104K ﹤0.01% 1368
2023
Q1 		$255K Hold
7,991
– – ﹤0.01% 1517
2022
Q4 		$266K Sell
7,991
-19,763
-71% -$666K ﹤0.01% 1432
2022
Q3 		$734K Sell
27,754
-1,956
-7% -$60.9K 0.01% 837
2022
Q2 		$850K Buy
+29,710
New +$945K 0.02% 762

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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 $3.37T AUM 44.26% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
DCP
D1 Capital Partners New York $34.8B AUM 11.34% 1-Year Est. Return

Atria Wealth Solutions's XPO Position: Q2 2025 in Review

Atria Wealth Solutions sold out of XPO (XPO) in Q2 2025, closing a stake of 4,566 shares — an estimated $491K sold.

Atria Wealth Solutions first reported a position in XPO in Q2 2022 and held it in 12 quarters. The position peaked at $850K in Q2 2022. 545 funds tracked by Wall St. Rank hold XPO as of Q2 2025.

  • Atria Wealth Solutions reported no remaining XPO position as of Q2 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 4,566 XPO shares in Q2 2025, an estimated $491K.
  • Atria Wealth Solutions first reported a position in XPO in Q2 2022 and held it in 12 quarters.
  • Atria Wealth Solutions's XPO position peaked at $850K in Q2 2022.
  • 545 funds tracked by Wall St. Rank held XPO as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.