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Clearstead Advisors’s XPO XPO Stock Holding History

Clearstead Advisors’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 		$118K Buy
577
+542
+1,549% +$115K ﹤0.01% 1236
2026
Q1 		$6.81K Sell
35
-449
-93% -$80.5K ﹤0.01% 1685
2025
Q4 		$65.8K Buy
484
+284
+142% +$38.7K ﹤0.01% 1284
2025
Q3 		$25.9K Sell
200
-5
-2% -$649 ﹤0.01% 1525
2025
Q2 		$25.9K Buy
205
+198
+2,829% +$22.2K ﹤0.01% 1519
2025
Q1 		$754 Hold
7
– – ﹤0.01% 2023
2024
Q4 		$919 Hold
7
– – ﹤0.01% 1931
2024
Q3 		$753 Buy
+7
New +$783 ﹤0.01% 1937

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

Clearstead Advisors's XPO Position: Q2 2026 in Review

Clearstead Advisors increased its XPO (XPO) stake by 1,549% in Q2 2026, buying an estimated $115K and bringing the position to 577 shares worth $118K. The position accounts for ﹤0.01% of the portfolio, ranked #1236.

Clearstead Advisors first reported a position in XPO in Q3 2024 and has held it in 8 quarters since. 750 funds tracked by Wall St. Rank hold XPO as of Q2 2026.

  • Clearstead Advisors held 577 shares of XPO worth $118K as of Q2 2026.
  • Clearstead Advisors bought 542 XPO shares in Q2 2026, an estimated $115K.
  • XPO made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1236 holding.
  • Clearstead Advisors first reported a position in XPO in Q3 2024 and has held it in 8 quarters since.
  • 750 funds tracked by Wall St. Rank held XPO as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.