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Bogart Wealth LLC’s XPO XPO Stock Holding History

Bogart Wealth LLC’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 		$21.6K Sell
105
-3
-3% -$635 ﹤0.01% 785
2026
Q1 		$21K Buy
108
+5
+5% +$896 ﹤0.01% 713
2025
Q4 		$14K Buy
103
+3
+3% +$409 ﹤0.01% 777
2025
Q3 		$12.9K Hold
100
– – ﹤0.01% 774
2025
Q2 		$12.6K Sell
100
-4
-4% -$449 ﹤0.01% 740
2025
Q1 		$11.2K Buy
104
+4
+4% +$508 ﹤0.01% 723
2024
Q4 		$13.1K Hold
100
– – ﹤0.01% 674
2024
Q3 		$10.8K Hold
100
– – ﹤0.01% 685
2024
Q2 		$10.6K Hold
100
– – ﹤0.01% 656
2024
Q1 		$12.2K Hold
100
– – ﹤0.01% 610
2023
Q4 		$8.76K Hold
100
– – ﹤0.01% 653
2023
Q3 		$7.47K Hold
100
– – ﹤0.01% 651
2023
Q2 		$5.9K Hold
100
– – ﹤0.01% 680
2023
Q1 		$3.19K Hold
100
– – ﹤0.01% 822
2022
Q4 		$3.33K Sell
100
-68
-40% -$2.29K ﹤0.01% 732
2022
Q3 		$4K Sell
168
-196
-54% -$6.11K ﹤0.01% 748
2022
Q2 		$10K Buy
364
+196
+117% +$6.23K ﹤0.01% 547
2022
Q1 		$7K Hold
168
– – ﹤0.01% 543
2021
Q4 		$8K Hold
168
– – ﹤0.01% 504
2021
Q3 		$8K Sell
168
-121
-42% -$6.06K ﹤0.01% 493
2021
Q2 		$14K Buy
+289
New +$14.1K ﹤0.01% 399

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 $3.38T AUM 44.17% 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

Bogart Wealth LLC's XPO Position: Q2 2026 in Review

Bogart Wealth LLC reduced its XPO (XPO) stake by 2.8% in Q2 2026, selling an estimated $635 and leaving 105 shares worth $21.6K. The position accounts for ﹤0.01% of the portfolio, ranked #785.

Bogart Wealth LLC first reported a position in XPO in Q2 2021 and has held it in 21 quarters since. 752 funds tracked by Wall St. Rank hold XPO as of Q2 2026.

  • Bogart Wealth LLC held 105 shares of XPO worth $21.6K as of Q2 2026.
  • Bogart Wealth LLC sold 3 XPO shares in Q2 2026, an estimated $635.
  • XPO made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #785 holding.
  • Bogart Wealth LLC first reported a position in XPO in Q2 2021 and has held it in 21 quarters since.
  • 752 funds tracked by Wall St. Rank held XPO as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.