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Defined Wealth Management’s XPO XPO Stock Holding History

Defined 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
Q3 		$243K Hold
1,382
– – 0.12% 106
2026
Q2 		$284K Buy
1,382
+90
+7% +$19K 0.15% 99
2026
Q1 		$251K Buy
+1,292
New +$232K 0.15% 100

Other funds holding XPO

Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Border to Coast Pensions Partnership
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
TritonPoint Wealth
TritonPoint Wealth Chevy Chase, Maryland $1.01B AUM 25.82% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Gilman Hill Asset Management
Gilman Hill Asset Management New Canaan, Connecticut $718M AUM 15.3% 1-Year Est. Return
PensionDanmark
PensionDanmark Copenhagen O, Denmark $12.3B AUM 33.99% 1-Year Est. Return
Oliver Luxxe Assets
Oliver Luxxe Assets Gladstone, New Jersey $638M AUM 30.27% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Defined Wealth Management's XPO Position: Q3 2026 in Review

Defined Wealth Management held its XPO (XPO) position steady in Q3 2026 at 1,382 shares worth $243K. The position accounts for 0.12% of the portfolio, ranked #106.

Defined Wealth Management first reported a position in XPO in Q1 2026 and has held it in 3 quarters since. The position peaked at $284K in Q2 2026. 95 funds tracked by Wall St. Rank hold XPO as of Q3 2026.

  • Defined Wealth Management held 1,382 shares of XPO worth $243K as of Q3 2026.
  • Defined Wealth Management left its XPO share count unchanged in Q3 2026.
  • XPO made up 0.12% of Defined Wealth Management's portfolio in Q3 2026, its #106 holding.
  • Defined Wealth Management first reported a position in XPO in Q1 2026 and has held it in 3 quarters since.
  • Defined Wealth Management's XPO position peaked at $284K in Q2 2026.
  • 95 funds tracked by Wall St. Rank held XPO as of Q3 2026.

Based on Defined Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.