Creative Planning’s XPO XPO Stock Holding History

Creative Planning’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
2021 Q2	–	Sell	-867	Closed	-$19K	–	2623
2021 Q1	$19K	Sell	867 -868	-50%	-$36K	﹤0.01%	2443
2020 Q4	$24K	Buy	+1,735	New	+$62.9K	﹤0.01%	2174

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

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. 750 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.
750 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.