Creative Planning
XPRO icon

Creative Planning’s Expro Ltd XPRO Stock Holding History

Creative Planning’s Portfolio XPRO Stock Details XPRO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$840K Buy
48,273
+5,447
+13% +$89.5K ﹤0.01% 2600
2025
Q4 		$572K Buy
42,826
+1,761
+4% +$23.7K ﹤0.01% 2716
2025
Q3 		$488K Buy
41,065
+10,503
+34% +$114K ﹤0.01% 2744
2025
Q2 		$263K Buy
+30,562
New +$259K ﹤0.01% 3018
2024
Q3 		– Sell
-10,832
Closed -$248K – 3332
2024
Q2 		$248K Buy
+10,832
New +$224K ﹤0.01% 2510
2017
Q3 		– Sell
-228
Closed -$11K – 3752
2017
Q2 		$11K Hold
228
– – ﹤0.01% 3587
2017
Q1 		$14K Buy
+228
New +$16K ﹤0.01% 3381
2015
Q4 		– Sell
-3,194
Closed -$294K – 4607
2015
Q3 		$294K Buy
+3,194
New +$311K ﹤0.01% 986
2015
Q2 		– Sell
-833
Closed -$94K – 3067
2015
Q1 		$94K Hold
833
– – ﹤0.01% 1611
2014
Q4 		$83K Hold
833
– – ﹤0.01% 1651
2014
Q3 		$94K Sell
833
-2,900
-78% -$371K ﹤0.01% 1520
2014
Q2 		$551K Buy
+3,733
New +$551K 0.01% 606

Other funds holding XPRO

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
OHA
Oak Hill Advisors New York $878M AUM 106.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM