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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
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 $5.72T AUM 30.48% 1-Year Est. Return
MP
MFN Partners Boston, Massachusetts $4.77B AUM 72.29% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Bay Harbor Wealth Management's XPO Position: Q1 2026 in Review

Bay Harbor Wealth Management increased its XPO (XPO) stake by 45% in Q1 2026, buying an estimated $896 and bringing the position to 16 shares worth $3.11K. The position accounts for ﹤0.01% of the portfolio, ranked #456.

Bay Harbor Wealth Management first reported a position in XPO in Q1 2025 and has held it in 5 quarters since. 669 funds tracked by Wall St. Rank hold XPO as of Q1 2026.

  • Bay Harbor Wealth Management held 16 shares of XPO worth $3.11K as of Q1 2026.
  • Bay Harbor Wealth Management bought 5 XPO shares in Q1 2026, an estimated $896.
  • XPO made up ﹤0.01% of Bay Harbor Wealth Management's portfolio in Q1 2026, its #456 holding.
  • Bay Harbor Wealth Management first reported a position in XPO in Q1 2025 and has held it in 5 quarters since.
  • 669 funds tracked by Wall St. Rank held XPO as of Q1 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q1 2026, filed 14 Apr 2026.