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Bay Harbor Wealth Management’s XPO XPO Stock Holding History

Bay Harbor 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 		$4.31K Buy
21
+5
+31% +$1.06K ﹤0.01% 453
2026
Q1 		$3.11K Buy
16
+5
+45% +$896 ﹤0.01% 456
2025
Q4 		$1.5K Buy
11
+4
+57% +$545 ﹤0.01% 542
2025
Q3 		$904 Buy
7
+2
+40% +$260 ﹤0.01% 556
2025
Q2 		$631 Buy
5
+2
+67% +$224 ﹤0.01% 571
2025
Q1 		$322 Buy
+3
New +$381 ﹤0.01% 533

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

Bay Harbor Wealth Management's XPO Position: Q2 2026 in Review

Bay Harbor Wealth Management increased its XPO (XPO) stake by 31% in Q2 2026, buying an estimated $1.06K and bringing the position to 21 shares worth $4.31K. The position accounts for ﹤0.01% of the portfolio, ranked #453.

Bay Harbor Wealth Management first reported a position in XPO in Q1 2025 and has held it in 6 quarters since. 750 funds tracked by Wall St. Rank hold XPO as of Q2 2026.

  • Bay Harbor Wealth Management held 21 shares of XPO worth $4.31K as of Q2 2026.
  • Bay Harbor Wealth Management bought 5 XPO shares in Q2 2026, an estimated $1.06K.
  • XPO made up ﹤0.01% of Bay Harbor Wealth Management's portfolio in Q2 2026, its #453 holding.
  • Bay Harbor Wealth Management first reported a position in XPO in Q1 2025 and has held it in 6 quarters since.
  • 750 funds tracked by Wall St. Rank held XPO as of Q2 2026.

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