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Concurrent Investment Advisors’s XPO XPO Stock Holding History

Concurrent Investment 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 		$3.17M Buy
15,420
+11,793
+325% +$2.5M 0.03% 572
2026
Q1 		$706K Buy
+3,627
New +$650K 0.01% 1043

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

Concurrent Investment Advisors's XPO Position: Q2 2026 in Review

Concurrent Investment Advisors increased its XPO (XPO) stake by 325% in Q2 2026, buying an estimated $2.5M and bringing the position to 15,420 shares worth $3.17M. The position accounts for 0.03% of the portfolio, ranked #572.

Concurrent Investment Advisors first reported a position in XPO in Q1 2026 and has held it in 2 quarters since. 748 funds tracked by Wall St. Rank hold XPO as of Q2 2026.

  • Concurrent Investment Advisors held 15,420 shares of XPO worth $3.17M as of Q2 2026.
  • Concurrent Investment Advisors bought 11,793 XPO shares in Q2 2026, an estimated $2.5M.
  • XPO made up 0.03% of Concurrent Investment Advisors's portfolio in Q2 2026, its #572 holding.
  • Concurrent Investment Advisors first reported a position in XPO in Q1 2026 and has held it in 2 quarters since.
  • 748 funds tracked by Wall St. Rank held XPO as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.