Blue Trust Inc’s Xos XOS Stock Holding History

Blue Trust Inc’s Portfolio XOS Stock Details XOS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	–	Sell	-19	Closed	-$57	–	2802
2026 Q2	$57	Hold	19	–	–	﹤0.01%	2423
2026 Q1	$31	Buy	+19	New	+$41	﹤0.01%	2480

Other funds holding XOS

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Cedar Mountain Advisors Lake Oswego, Oregon $590M AUM 11.27% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Blue Trust Inc's XOS Position: Q3 2026 in Review

Blue Trust Inc sold out of Xos (XOS) in Q3 2026, closing a stake of 19 shares — an estimated $57 sold.

Blue Trust Inc first reported a position in XOS in Q1 2026 and held it in 2 quarters. The position peaked at $57 in Q2 2026. 4 funds tracked by Wall St. Rank hold XOS as of Q3 2026.

Blue Trust Inc reported no remaining Xos position as of Q3 2026 after selling out during the quarter.
Blue Trust Inc sold 19 Xos shares in Q3 2026, an estimated $57.
Blue Trust Inc first reported a position in Xos in Q1 2026 and held it in 2 quarters.
Blue Trust Inc's Xos position peaked at $57 in Q2 2026.
4 funds tracked by Wall St. Rank held Xos as of Q3 2026.

Based on Blue Trust Inc's 13F filing for Q3 2026, filed 15 Oct 2026.