Capital Asset Advisory Services’s XPO XPO Stock Holding History

Capital Asset Advisory Services’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	–	Sell	-959	Closed	-$219K	–	386
2026 Q1	$219K	Buy	+959	New	+$172K	0.01%	277
2021 Q1	–	Sell	-4,097	Closed	-$169K	–	1525
2020 Q4	$169K	Buy	+4,097	New	+$148K	0.03%	367

Other funds holding XPO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

MFN Partners Boston, Massachusetts $4.83B AUM 65.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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 Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Capital Asset Advisory Services's XPO Position: Q2 2026 in Review

Capital Asset Advisory Services sold out of XPO (XPO) in Q2 2026, closing a stake of 959 shares — an estimated $219K sold.

Capital Asset Advisory Services first reported a position in XPO in Q4 2020 and held it in 2 quarters. The position peaked at $219K in Q1 2026. 748 funds tracked by Wall St. Rank hold XPO as of Q2 2026.

Capital Asset Advisory Services reported no remaining XPO position as of Q2 2026 after selling out during the quarter.
Capital Asset Advisory Services sold 959 XPO shares in Q2 2026, an estimated $219K.
Capital Asset Advisory Services first reported a position in XPO in Q4 2020 and held it in 2 quarters.
Capital Asset Advisory Services's XPO position peaked at $219K in Q1 2026.
748 funds tracked by Wall St. Rank held XPO as of Q2 2026.

Based on Capital Asset Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.