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Compass Wealth Management’s XPO XPO Stock Holding History

Compass 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
2025
Q2 		– Sell
-150
Closed -$16.1K – 429
2025
Q1 		$16.1K Hold
150
– – ﹤0.01% 333
2024
Q4 		$19.7K Hold
150
– – ﹤0.01% 323
2024
Q3 		$16.1K Hold
150
– – ﹤0.01% 336
2024
Q2 		$15.9K Hold
150
– – ﹤0.01% 340
2024
Q1 		$18.3K Hold
150
– – ﹤0.01% 328
2023
Q4 		$13.1K Hold
150
– – ﹤0.01% 332
2023
Q3 		$11.2K Hold
150
– – ﹤0.01% 341
2023
Q2 		$8.85K Hold
150
– – ﹤0.01% 361
2023
Q1 		$4.79K Hold
150
– – ﹤0.01% 384
2022
Q4 		$4.99K Buy
+150
New +$5.05K ﹤0.01% 382

Other funds holding XPO

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
DCP
D1 Capital Partners New York $34.8B AUM 11.34% 1-Year Est. Return

Compass Wealth Management's XPO Position: Q2 2025 in Review

Compass Wealth Management sold out of XPO (XPO) in Q2 2025, closing a stake of 150 shares — an estimated $16.1K sold.

Compass Wealth Management first reported a position in XPO in Q4 2022 and held it in 10 quarters. The position peaked at $19.7K in Q4 2024. 545 funds tracked by Wall St. Rank hold XPO as of Q2 2025.

  • Compass Wealth Management reported no remaining XPO position as of Q2 2025 after selling out during the quarter.
  • Compass Wealth Management sold 150 XPO shares in Q2 2025, an estimated $16.1K.
  • Compass Wealth Management first reported a position in XPO in Q4 2022 and held it in 10 quarters.
  • Compass Wealth Management's XPO position peaked at $19.7K in Q4 2024.
  • 545 funds tracked by Wall St. Rank held XPO as of Q2 2025.

Based on Compass Wealth Management's 13F filing for Q2 2025, filed 8 Aug 2025.