Corient Private Wealth
XPO icon

Corient Private Wealth’s XPO XPO Stock Holding History

Corient Private Wealth’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 		$4.96M Buy
24,171
+5,523
+30% +$1.17M 0.01% 908
2026
Q1 		$3.63M Buy
18,648
+4,760
+34% +$853K 0.01% 969
2025
Q4 		$1.52M Buy
13,888
+9,703
+232% +$1.32M ﹤0.01% 1670
2025
Q3 		$541K Buy
4,185
+1,369
+49% +$178K ﹤0.01% 1756
2025
Q2 		$356K Buy
2,816
+935
+50% +$105K ﹤0.01% 1897
2025
Q1 		$202K Sell
1,881
-3,274
-64% -$416K ﹤0.01% 2071
2024
Q4 		$676K Sell
5,155
-3,003
-37% -$406K ﹤0.01% 1475
2024
Q3 		$877K Buy
8,158
+4,884
+149% +$547K ﹤0.01% 1468
2024
Q2 		$348K Buy
3,274
+4
+0.1% +$448 ﹤0.01% 1820
2024
Q1 		$399K Sell
3,270
-4,225
-56% -$452K ﹤0.01% 1745
2023
Q4 		$656K Buy
7,495
+636
+9% +$51.8K ﹤0.01% 1468
2023
Q3 		$512K Buy
6,859
+276
+4% +$19K ﹤0.01% 1487
2023
Q2 		$388K Buy
6,583
+217
+3% +$9.83K ﹤0.01% 1584
2023
Q1 		$203K Buy
+6,366
New +$229K ﹤0.01% 1798

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

Corient Private Wealth's XPO Position: Q2 2026 in Review

Corient Private Wealth increased its XPO (XPO) stake by 30% in Q2 2026, buying an estimated $1.17M and bringing the position to 24,171 shares worth $4.96M. The position accounts for 0.01% of the portfolio, ranked #908.

Corient Private Wealth first reported a position in XPO in Q1 2023 and has held it in 14 quarters since. 746 funds tracked by Wall St. Rank hold XPO as of Q2 2026.

  • Corient Private Wealth held 24,171 shares of XPO worth $4.96M as of Q2 2026.
  • Corient Private Wealth bought 5,523 XPO shares in Q2 2026, an estimated $1.17M.
  • XPO made up 0.01% of Corient Private Wealth's portfolio in Q2 2026, its #908 holding.
  • Corient Private Wealth first reported a position in XPO in Q1 2023 and has held it in 14 quarters since.
  • 746 funds tracked by Wall St. Rank held XPO as of Q2 2026.

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