Capital Advisors Ltd’s XPO XPO Stock Holding History

Capital Advisors Ltd’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	$3K	Hold	14	–	–	﹤0.01%	1082
2026 Q1	$3K	Hold	14	–	–	﹤0.01%	1064
2025 Q4	$2K	Hold	14	–	–	﹤0.01%	1115
2025 Q3	$2K	Hold	14	–	–	﹤0.01%	1113
2025 Q2	$2K	Buy	14 +5	+56%	+$561	﹤0.01%	1117
2025 Q1	$1K	Hold	9	–	–	﹤0.01%	1298
2024 Q4	$1K	Hold	9	–	–	﹤0.01%	1331
2024 Q3	$1K	Hold	9	–	–	﹤0.01%	1323
2024 Q2	$1K	Hold	9	–	–	﹤0.01%	1321
2024 Q1	$1K	Hold	9	–	–	﹤0.01%	1299
2023 Q4	$1K	Hold	9	–	–	﹤0.01%	1246
2023 Q3	$1K	Hold	9	–	–	﹤0.01%	1238
2023 Q2	$1K	Sell	9 -4	-31%	-$181	﹤0.01%	1245
2023 Q1	$0	Sell	13 -2	-13%	-$72	﹤0.01%	1595
2022 Q4	$0	Sell	15 -35	-70%	-$1.18K	﹤0.01%	1700
2022 Q3	$1K	Buy	50 +37	+285%	+$1.15K	﹤0.01%	1162
2022 Q2	$0	Buy	+13	New	+$413	﹤0.01%	1369
2017 Q1	–	Sell	-2,024	Closed	-$30K	–	400
2016 Q4	$30K	Hold	2,024	–	–	0.01%	230
2016 Q3	$26K	Buy	+2,024	New	+$22.9K	0.01%	238

Other funds holding XPO

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

GHAM

Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

OLA

Oliver Luxxe Assets Gladstone, New Jersey $680M AUM 47.51% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Capital Advisors Ltd's XPO Position: Q2 2026 in Review

Capital Advisors Ltd held its XPO (XPO) position steady in Q2 2026 at 14 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #1082.

Capital Advisors Ltd first reported a position in XPO in Q3 2016 and has held it in 19 quarters since. The position peaked at $30K in Q4 2016. 109 funds tracked by Wall St. Rank hold XPO as of Q2 2026.

Capital Advisors Ltd held 14 shares of XPO worth $3K as of Q2 2026.
Capital Advisors Ltd left its XPO share count unchanged in Q2 2026.
XPO made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #1082 holding.
Capital Advisors Ltd first reported a position in XPO in Q3 2016 and has held it in 19 quarters since.
Capital Advisors Ltd's XPO position peaked at $30K in Q4 2016.
109 funds tracked by Wall St. Rank held XPO as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.