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Carlson Financial’s XPEL XPEL Stock Holding History

Carlson Financial’s Portfolio XPEL Stock Details XPEL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$231K Sell
4,655
-235
-5% -$10.7K 0.12% 168
2026
Q1 		$216K Sell
4,890
-990
-17% -$47.3K 0.13% 160
2025
Q4 		$293K Buy
+5,880
New +$246K 0.17% 136

Other funds holding XPEL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
AFCM
Alta Fox Capital Management Fort Worth, Texas $497M AUM 48.91% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SIC
Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Carlson Financial's XPEL Position: Q2 2026 in Review

Carlson Financial reduced its XPEL (XPEL) stake by 4.8% in Q2 2026, selling an estimated $10.7K and leaving 4,655 shares worth $231K. The position accounts for 0.12% of the portfolio, ranked #168.

Carlson Financial first reported a position in XPEL in Q4 2025 and has held it in 3 quarters since. The position peaked at $293K in Q4 2025. 210 funds tracked by Wall St. Rank hold XPEL as of Q2 2026.

  • Carlson Financial held 4,655 shares of XPEL worth $231K as of Q2 2026.
  • Carlson Financial sold 235 XPEL shares in Q2 2026, an estimated $10.7K.
  • XPEL made up 0.12% of Carlson Financial's portfolio in Q2 2026, its #168 holding.
  • Carlson Financial first reported a position in XPEL in Q4 2025 and has held it in 3 quarters since.
  • Carlson Financial's XPEL position peaked at $293K in Q4 2025.
  • 210 funds tracked by Wall St. Rank held XPEL as of Q2 2026.

Based on Carlson Financial's 13F filing for Q2 2026, filed 24 Aug 2026.