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 $5.72T AUM 30.48% 1-Year Est. Return

MFN Partners Boston, Massachusetts $4.77B AUM 72.29% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

Creative Planning's XPO Position: Q1 2026 in Review

Creative Planning increased its XPO (XPO) stake by 19% in Q1 2026, buying an estimated $397K and bringing the position to 14,077 shares worth $2.74M. The position accounts for ﹤0.01% of the portfolio, ranked #1654.

Creative Planning first reported a position in XPO in Q4 2014 and has held it in 32 quarters since. 669 funds tracked by Wall St. Rank hold XPO as of Q1 2026.

Creative Planning held 14,077 shares of XPO worth $2.74M as of Q1 2026.
Creative Planning bought 2,213 XPO shares in Q1 2026, an estimated $397K.
XPO made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1654 holding.
Creative Planning first reported a position in XPO in Q4 2014 and has held it in 32 quarters since.
669 funds tracked by Wall St. Rank held XPO as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.