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Avantax Advisory Services’s XPO XPO Stock Holding History

Avantax Advisory Services’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 		$437K Sell
3,463
-732
-17% -$82.1K ﹤0.01% 1666
2025
Q1 		$451K Buy
4,195
+374
+10% +$47.5K ﹤0.01% 1567
2024
Q4 		$501K Buy
3,821
+232
+6% +$31.4K ﹤0.01% 1443
2024
Q3 		$386K Buy
3,589
+512
+17% +$57.3K ﹤0.01% 1584
2024
Q2 		$327K Buy
+3,077
New +$345K ﹤0.01% 1637

Other funds holding XPO

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MP
MFN Partners Boston, Massachusetts $4.77B AUM 72.29% 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 $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
State Street
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
DCP
D1 Capital Partners New York $11.2B AUM 15.78% 1-Year Est. Return

Avantax Advisory Services's XPO Position: Q2 2025 in Review

Avantax Advisory Services reduced its XPO (XPO) stake by 17% in Q2 2025, selling an estimated $82.1K and leaving 3,463 shares worth $437K. The position accounts for ﹤0.01% of the portfolio, ranked #1666.

Avantax Advisory Services first reported a position in XPO in Q2 2024 and has held it in 5 quarters since. The position peaked at $501K in Q4 2024. 545 funds tracked by Wall St. Rank hold XPO as of Q2 2025.

  • Avantax Advisory Services held 3,463 shares of XPO worth $437K as of Q2 2025.
  • Avantax Advisory Services sold 732 XPO shares in Q2 2025, an estimated $82.1K.
  • XPO made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1666 holding.
  • Avantax Advisory Services first reported a position in XPO in Q2 2024 and has held it in 5 quarters since.
  • Avantax Advisory Services's XPO position peaked at $501K in Q4 2024.
  • 545 funds tracked by Wall St. Rank held XPO as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.