Creative Planning’s XPO XPO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $3.33M | Buy |
16,221
+2,144
| +15% | +$454K | ﹤0.01% | 1702 |
|
|
2026
Q1 | $2.74M | Buy |
14,077
+2,213
| +19% | +$397K | ﹤0.01% | 1654 |
|
|
2025
Q4 | $1.61M | Buy |
11,864
+833
| +8% | +$113K | ﹤0.01% | 1894 |
|
|
2025
Q3 | $1.43M | Buy |
11,031
+981
| +10% | +$127K | ﹤0.01% | 1806 |
|
|
2025
Q2 | $1.27M | Buy |
10,050
+1,833
| +22% | +$206K | ﹤0.01% | 1659 |
|
|
2025
Q1 | $884K | Buy |
8,217
+2,029
| +33% | +$258K | ﹤0.01% | 1815 |
|
|
2024
Q4 | $812K | Buy |
6,188
+169
| +3% | +$22.8K | ﹤0.01% | 1814 |
|
|
2024
Q3 | $647K | Buy |
6,019
+611
| +11% | +$68.4K | ﹤0.01% | 1885 |
|
|
2024
Q2 | $574K | Sell |
5,408
-1,148
| -18% | -$129K | ﹤0.01% | 1835 |
|
|
2024
Q1 | $800K | Buy |
6,556
+2,004
| +44% | +$215K | ﹤0.01% | 1507 |
|
|
2023
Q4 | $399K | Buy |
4,552
+420
| +10% | +$34.2K | ﹤0.01% | 1868 |
|
|
2023
Q3 | $308K | Buy |
4,132
+344
| +9% | +$23.7K | ﹤0.01% | 1922 |
|
|
2023
Q2 | $223K | Buy |
+3,788
| New | +$172K | ﹤0.01% | 2135 |
|
|
2021
Q2 | – | Sell |
-8,596
| Closed | -$367K | – | 2624 |
|
|
2021
Q1 | $367K | Buy |
8,596
+1,339
| +18% | +$55.5K | ﹤0.01% | 1653 |
|
|
2020
Q4 | $299K | Sell |
7,257
-7,304
| -50% | -$265K | ﹤0.01% | 1637 |
|
|
2020
Q3 | $426K | Buy |
+14,561
| New | +$419K | ﹤0.01% | 1219 |
|
|
2020
Q1 | – | Sell |
-19,919
| Closed | -$549K | – | 2108 |
|
|
2019
Q4 | $549K | Buy |
19,919
+11,696
| +142% | +$321K | ﹤0.01% | 1058 |
|
|
2019
Q3 | $204K | Buy |
+8,223
| New | +$190K | ﹤0.01% | 1595 |
|
|
2019
Q1 | – | Sell |
-14,058
| Closed | -$277K | – | 2100 |
|
|
2018
Q4 | $277K | Sell |
14,058
-13,841
| -50% | -$384K | ﹤0.01% | 1282 |
|
|
2018
Q3 | $1.1M | Sell |
27,899
-2,784
| -9% | -$101K | ﹤0.01% | 721 |
|
|
2018
Q2 | $1.06M | Buy |
30,683
+3,041
| +11% | +$110K | ﹤0.01% | 715 |
|
|
2018
Q1 | $973K | Buy |
27,642
+16,886
| +157% | +$563K | ﹤0.01% | 754 |
|
|
2017
Q4 | $341K | Buy |
+10,756
| New | +$275K | ﹤0.01% | 1288 |
|
|
2017
Q3 | – | Sell |
-6,587
| Closed | -$147K | – | 3751 |
|
|
2017
Q2 | $147K | Sell |
6,587
-2,290
| -26% | -$42.9K | ﹤0.01% | 1710 |
|
|
2017
Q1 | $147K | Sell |
8,877
-1,734
| -16% | -$28.3K | ﹤0.01% | 1697 |
|
|
2016
Q4 | $158K | Buy |
10,611
+578
| +6% | +$8.05K | ﹤0.01% | 1547 |
|
|
2016
Q3 | $127K | Buy |
10,033
+6,130
| +157% | +$69.3K | ﹤0.01% | 1683 |
|
|
2016
Q2 | $35K | Hold |
3,903
| – | – | ﹤0.01% | 2397 |
|
|
2016
Q1 | $41K | Hold |
3,903
| – | – | ﹤0.01% | 2237 |
|
|
2015
Q4 | $37K | Hold |
3,903
| – | – | ﹤0.01% | 2366 |
|
|
2015
Q3 | $32K | Buy |
+3,903
| New | +$51.2K | ﹤0.01% | 2379 |
|
|
2015
Q2 | – | Sell |
-578
| Closed | -$9K | – | 3064 |
|
|
2015
Q1 | $9K | Hold |
578
| – | – | ﹤0.01% | 3273 |
|
|
2014
Q4 | $8K | Buy |
+578
| New | +$7.63K | ﹤0.01% | 3254 |
|
Other funds holding XPO
MP
OAG
Creative Planning's XPO Position: Q2 2026 in Review
Creative Planning increased its XPO (XPO) stake by 15% in Q2 2026, buying an estimated $454K and bringing the position to 16,221 shares worth $3.33M. The position accounts for ﹤0.01% of the portfolio, ranked #1702.
Creative Planning first reported a position in XPO in Q4 2014 and has held it in 33 quarters since. 747 funds tracked by Wall St. Rank hold XPO as of Q2 2026.
- Creative Planning held 16,221 shares of XPO worth $3.33M as of Q2 2026.
- Creative Planning bought 2,144 XPO shares in Q2 2026, an estimated $454K.
- XPO made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1702 holding.
- Creative Planning first reported a position in XPO in Q4 2014 and has held it in 33 quarters since.
- 747 funds tracked by Wall St. Rank held XPO as of Q2 2026.
Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.