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Avior Wealth Management’s XPO XPO Stock Holding History

Avior Wealth Management’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
Q2 		$494K Buy
2,406
+212
+10% +$44.9K 0.01% 521
2026
Q1 		$427K Sell
2,194
-5,507
-72% -$987K 0.01% 574
2025
Q4 		$1.05M Sell
7,701
-1,504
-16% -$205K 0.03% 302
2025
Q3 		$1.19M Buy
9,205
+1,750
+23% +$227K 0.04% 275
2025
Q2 		$941K Buy
+7,455
New +$836K 0.03% 297
2024
Q2 		– Sell
-20
Closed -$2.44K – 3761
2024
Q1 		$2.44K Buy
+20
New +$2.14K ﹤0.01% 2246

Other funds holding XPO

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 Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Avior Wealth Management's XPO Position: Q2 2026 in Review

Avior Wealth Management increased its XPO (XPO) stake by 9.7% in Q2 2026, buying an estimated $44.9K and bringing the position to 2,406 shares worth $494K. The position accounts for 0.01% of the portfolio, ranked #521.

Avior Wealth Management first reported a position in XPO in Q1 2024 and has held it in 6 quarters since. The position peaked at $1.19M in Q3 2025. 747 funds tracked by Wall St. Rank hold XPO as of Q2 2026.

  • Avior Wealth Management held 2,406 shares of XPO worth $494K as of Q2 2026.
  • Avior Wealth Management bought 212 XPO shares in Q2 2026, an estimated $44.9K.
  • XPO made up 0.01% of Avior Wealth Management's portfolio in Q2 2026, its #521 holding.
  • Avior Wealth Management first reported a position in XPO in Q1 2024 and has held it in 6 quarters since.
  • Avior Wealth Management's XPO position peaked at $1.19M in Q3 2025.
  • 747 funds tracked by Wall St. Rank held XPO as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.