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Dakota Wealth Management’s XPO XPO Stock Holding History

Dakota Wealth Management’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 		$1.17M Sell
5,702
-2,442
-30% -$517K 0.02% 405
2026
Q1 		$1.58M Sell
8,144
-6,497
-44% -$1.16M 0.03% 327
2025
Q4 		$1.99M Buy
14,641
+2,765
+23% +$377K 0.04% 289
2025
Q3 		$1.54M Sell
11,876
-85
-0.7% -$11K 0.03% 296
2025
Q2 		$1.51M Buy
11,961
+930
+8% +$104K 0.03% 317
2025
Q1 		$1.19M Sell
11,031
-237
-2% -$30.1K 0.03% 346
2024
Q4 		$1.48M Buy
11,268
+225
+2% +$30.4K 0.03% 306
2024
Q3 		$1.19M Sell
11,043
-553
-5% -$61.9K 0.03% 339
2024
Q2 		$1.23M Buy
11,596
+79
+0.7% +$8.86K 0.03% 328
2024
Q1 		$1.41M Buy
+11,517
New +$1.23M 0.03% 308

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

Dakota Wealth Management's XPO Position: Q2 2026 in Review

Dakota Wealth Management reduced its XPO (XPO) stake by 30% in Q2 2026, selling an estimated $517K and leaving 5,702 shares worth $1.17M. The position accounts for 0.02% of the portfolio, ranked #405.

Dakota Wealth Management first reported a position in XPO in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.99M in Q4 2025. 747 funds tracked by Wall St. Rank hold XPO as of Q2 2026.

  • Dakota Wealth Management held 5,702 shares of XPO worth $1.17M as of Q2 2026.
  • Dakota Wealth Management sold 2,442 XPO shares in Q2 2026, an estimated $517K.
  • XPO made up 0.02% of Dakota Wealth Management's portfolio in Q2 2026, its #405 holding.
  • Dakota Wealth Management first reported a position in XPO in Q1 2024 and has held it in 10 quarters since.
  • Dakota Wealth Management's XPO position peaked at $1.99M in Q4 2025.
  • 747 funds tracked by Wall St. Rank held XPO as of Q2 2026.

Based on Dakota Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.