Corient IA’s XPO XPO Stock Holding History

Corient IA’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	$250K	Hold	1,220	–	–	0.23%	139
2026 Q1	$237K	Sell	1,220 -280	-19%	-$50.2K	0.22%	176
2025 Q4	$204K	Buy	+1,500	New	+$204K	0.19%	202

Other funds holding XPO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

MFN Partners Boston, Massachusetts $4.83B AUM 65.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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 Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Corient IA's XPO Position: Q2 2026 in Review

Corient IA held its XPO (XPO) position steady in Q2 2026 at 1,220 shares worth $250K. The position accounts for 0.23% of the portfolio, ranked #139.

Corient IA first reported a position in XPO in Q4 2025 and has held it in 3 quarters since. 750 funds tracked by Wall St. Rank hold XPO as of Q2 2026.

Corient IA held 1,220 shares of XPO worth $250K as of Q2 2026.
Corient IA left its XPO share count unchanged in Q2 2026.
XPO made up 0.23% of Corient IA's portfolio in Q2 2026, its #139 holding.
Corient IA first reported a position in XPO in Q4 2025 and has held it in 3 quarters since.
750 funds tracked by Wall St. Rank held XPO as of Q2 2026.

Based on Corient IA's 13F filing for Q2 2026, filed 12 Aug 2026.