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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
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 $5.72T AUM 30.48% 1-Year Est. Return
MP
MFN Partners Boston, Massachusetts $4.77B AUM 72.29% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

Cassaday & Co Wealth Management's XPO Position: Q1 2026 in Review

Cassaday & Co Wealth Management held its XPO (XPO) position steady in Q1 2026 at 2,002 shares worth $389K. The position accounts for 0.01% of the portfolio, ranked #250.

Cassaday & Co Wealth Management first reported a position in XPO in Q1 2024 and has held it in 9 quarters since. 669 funds tracked by Wall St. Rank hold XPO as of Q1 2026.

  • Cassaday & Co Wealth Management held 2,002 shares of XPO worth $389K as of Q1 2026.
  • Cassaday & Co Wealth Management left its XPO share count unchanged in Q1 2026.
  • XPO made up 0.01% of Cassaday & Co Wealth Management's portfolio in Q1 2026, its #250 holding.
  • Cassaday & Co Wealth Management first reported a position in XPO in Q1 2024 and has held it in 9 quarters since.
  • 669 funds tracked by Wall St. Rank held XPO as of Q1 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.