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Cassaday & Co Wealth Management’s XPO XPO Stock Holding History

Cassaday & Co Wealth Management’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 		$411K Hold
2,002
– – 0.01% 256
2026
Q1 		$389K Hold
2,002
– – 0.01% 250
2025
Q4 		$272K Hold
2,002
– – 0.01% 305
2025
Q3 		$259K Hold
2,002
– – 0.01% 301
2025
Q2 		$253K Sell
2,002
-76
-4% -$8.53K 0.01% 297
2025
Q1 		$224K Buy
2,078
+78
+4% +$9.91K 0.01% 294
2024
Q4 		$262K Hold
2,000
– – 0.01% 272
2024
Q3 		$215K Hold
2,000
– – 0.01% 292
2024
Q2 		$212K Hold
2,000
– – 0.01% 267
2024
Q1 		$244K Buy
+2,000
New +$214K 0.01% 257

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

Cassaday & Co Wealth Management's XPO Position: Q2 2026 in Review

Cassaday & Co Wealth Management held its XPO (XPO) position steady in Q2 2026 at 2,002 shares worth $411K. The position accounts for 0.01% of the portfolio, ranked #256.

Cassaday & Co Wealth Management first reported a position in XPO in Q1 2024 and has held it in 10 quarters since. 750 funds tracked by Wall St. Rank hold XPO as of Q2 2026.

  • Cassaday & Co Wealth Management held 2,002 shares of XPO worth $411K as of Q2 2026.
  • Cassaday & Co Wealth Management left its XPO share count unchanged in Q2 2026.
  • XPO made up 0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #256 holding.
  • Cassaday & Co Wealth Management first reported a position in XPO in Q1 2024 and has held it in 10 quarters since.
  • 750 funds tracked by Wall St. Rank held XPO as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.