CAPTRUST Financial Advisors’s XPO XPO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.5M | Buy |
12,858
+2,629
| +26% | +$471K | ﹤0.01% | 1101 |
|
|
2025
Q4 | $1.39M | Buy |
10,229
+2,749
| +37% | +$374K | ﹤0.01% | 1297 |
|
|
2025
Q3 | $967K | Sell |
7,480
-27
| -0.4% | -$3.5K | ﹤0.01% | 1446 |
|
|
2025
Q2 | $948K | Buy |
7,507
+2,958
| +65% | +$332K | ﹤0.01% | 1382 |
|
|
2025
Q1 | $489K | Sell |
4,549
-670
| -13% | -$85.2K | ﹤0.01% | 1654 |
|
|
2024
Q4 | $685K | Sell |
5,219
-266
| -5% | -$36K | ﹤0.01% | 1439 |
|
|
2024
Q3 | $590K | Sell |
5,485
-605
| -10% | -$67.7K | ﹤0.01% | 1483 |
|
|
2024
Q2 | $646K | Sell |
6,090
-1,470
| -19% | -$165K | ﹤0.01% | 1379 |
|
|
2024
Q1 | $923K | Sell |
7,560
-57,929
| -88% | -$6.2M | ﹤0.01% | 1170 |
|
|
2023
Q4 | $5.74M | Buy |
65,489
+1,791
| +3% | +$146K | 0.02% | 511 |
|
|
2023
Q3 | $4.76M | Buy |
63,698
+2,148
| +3% | +$148K | 0.02% | 530 |
|
|
2023
Q2 | $3.63M | Sell |
61,550
-2,141
| -3% | -$96.9K | 0.01% | 610 |
|
|
2023
Q1 | $2.03M | Buy |
63,691
+1,318
| +2% | +$47.5K | 0.01% | 743 |
|
|
2022
Q4 | $2.08M | Buy |
62,373
+52,250
| +516% | +$1.76M | 0.01% | 708 |
|
|
2022
Q3 | $268K | Sell |
10,123
-1,069
| -10% | -$33.3K | ﹤0.01% | 1625 |
|
|
2022
Q2 | $320K | Sell |
11,192
-446
| -4% | -$14.2K | ﹤0.01% | 1383 |
|
|
2022
Q1 | $503K | Buy |
11,638
+1,059
| +10% | +$44.3K | ﹤0.01% | 1150 |
|
|
2021
Q4 | $487K | Sell |
10,579
-451
| -4% | -$21K | ﹤0.01% | 1140 |
|
|
2021
Q3 | $522K | Sell |
11,030
-6,440
| -37% | -$323K | ﹤0.01% | 1009 |
|
|
2021
Q2 | $845K | Buy |
17,470
+3,932
| +29% | +$192K | 0.01% | 784 |
|
|
2021
Q1 | $577K | Sell |
13,538
-3,640
| -21% | -$151K | 0.01% | 907 |
|
|
2020
Q4 | $708K | Buy |
17,178
+3,348
| +24% | +$121K | 0.01% | 719 |
|
|
2020
Q3 | $407K | Buy |
13,830
+1,235
| +10% | +$35.5K | 0.01% | 776 |
|
|
2020
Q2 | $333K | Buy |
12,595
+761
| +6% | +$18.2K | 0.01% | 838 |
|
|
2020
Q1 | $189K | Hold |
11,834
| – | – | ﹤0.01% | 879 |
|
|
2019
Q4 | $329K | Buy |
11,834
+11,565
| +4,299% | +$318K | 0.01% | 806 |
|
|
2019
Q3 | $7K | Hold |
269
| – | – | ﹤0.01% | 1606 |
|
|
2019
Q2 | $5K | Hold |
269
| – | – | ﹤0.01% | 1661 |
|
|
2019
Q1 | $5K | Buy |
269
+55
| +26% | +$1.06K | ﹤0.01% | 1548 |
|
|
2018
Q4 | $4K | Buy |
214
+46
| +27% | +$1.27K | ﹤0.01% | 1400 |
|
|
2018
Q3 | $7K | Sell |
168
-4,565
| -96% | -$166K | ﹤0.01% | 1308 |
|
|
2018
Q2 | $164K | Buy |
4,733
+1,321
| +39% | +$47.9K | 0.01% | 402 |
|
|
2018
Q1 | $114K | Buy |
+3,412
| New | +$114K | 0.01% | 421 |
|
Other funds holding XPO
MP
VCM
VPM
OAG
CAPTRUST Financial Advisors's XPO Position: Q1 2026 in Review
CAPTRUST Financial Advisors increased its XPO (XPO) stake by 26% in Q1 2026, buying an estimated $471K and bringing the position to 12,858 shares worth $2.5M. The position accounts for ﹤0.01% of the portfolio, ranked #1101.
CAPTRUST Financial Advisors first reported a position in XPO in Q1 2018 and has held it in 33 quarters since. The position peaked at $5.74M in Q4 2023. 669 funds tracked by Wall St. Rank hold XPO as of Q1 2026.
- CAPTRUST Financial Advisors held 12,858 shares of XPO worth $2.5M as of Q1 2026.
- CAPTRUST Financial Advisors bought 2,629 XPO shares in Q1 2026, an estimated $471K.
- XPO made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q1 2026, its #1101 holding.
- CAPTRUST Financial Advisors first reported a position in XPO in Q1 2018 and has held it in 33 quarters since.
- CAPTRUST Financial Advisors's XPO position peaked at $5.74M in Q4 2023.
- 669 funds tracked by Wall St. Rank held XPO as of Q1 2026.
Based on CAPTRUST Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.