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Axxcess Wealth Management’s XPO XPO Stock Holding History

Axxcess 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 		$226K Buy
+1,100
New +$233K ﹤0.01% 965
2024
Q4 		– Sell
-2,128
Closed -$229K – 945
2024
Q3 		$229K Buy
+2,128
New +$238K 0.01% 795
2024
Q1 		– Sell
-2,300
Closed -$201K – 937
2023
Q4 		$201K Buy
+2,300
New +$187K 0.01% 783

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

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

Axxcess Wealth Management opened a new position in XPO (XPO) in Q2 2026: 1,100 shares worth $226K. The stake represents ﹤0.01% of the portfolio and ranks #965 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in XPO as recently as Q3 2024.

Axxcess Wealth Management first reported a position in XPO in Q4 2023 and has held it in 3 quarters since. The position peaked at $229K in Q3 2024. 750 funds tracked by Wall St. Rank hold XPO as of Q2 2026.

  • Axxcess Wealth Management held 1,100 shares of XPO worth $226K as of Q2 2026.
  • XPO was a new Axxcess Wealth Management position in Q2 2026.
  • XPO made up ﹤0.01% of Axxcess Wealth Management's portfolio in Q2 2026, its #965 holding.
  • Axxcess Wealth Management first reported a position in XPO in Q4 2023 and has held it in 3 quarters since.
  • Axxcess Wealth Management's XPO position peaked at $229K in Q3 2024.
  • 750 funds tracked by Wall St. Rank held XPO as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.