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BWM Planning’s XPO XPO Stock Holding History

BWM Planning’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 		$227K Hold
1,105
– – 0.05% 95
2026
Q1 		$215K Buy
+1,105
New +$198K 0.06% 84

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

BWM Planning's XPO Position: Q2 2026 in Review

BWM Planning held its XPO (XPO) position steady in Q2 2026 at 1,105 shares worth $227K. The position accounts for 0.05% of the portfolio, ranked #95.

BWM Planning first reported a position in XPO in Q1 2026 and has held it in 2 quarters since. 750 funds tracked by Wall St. Rank hold XPO as of Q2 2026.

  • BWM Planning held 1,105 shares of XPO worth $227K as of Q2 2026.
  • BWM Planning left its XPO share count unchanged in Q2 2026.
  • XPO made up 0.05% of BWM Planning's portfolio in Q2 2026, its #95 holding.
  • BWM Planning first reported a position in XPO in Q1 2026 and has held it in 2 quarters since.
  • 750 funds tracked by Wall St. Rank held XPO as of Q2 2026.

Based on BWM Planning's 13F filing for Q2 2026, filed 23 Jul 2026.