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Diversified Trust’s XPO XPO Stock Holding History

Diversified Trust’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 		$719K Buy
+3,503
New +$741K 0.01% 629
2015
Q3 		– Sell
-20,222
Closed -$316K – 460
2015
Q2 		$316K Buy
20,222
+5,317
+36% +$86.2K 0.03% 363
2015
Q1 		$234K Buy
+14,905
New +$216K 0.02% 452

Other funds holding XPO

DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
GHAM
Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return
OLA
Oliver Luxxe Assets Gladstone, New Jersey $680M AUM 47.51% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Diversified Trust's XPO Position: Q2 2026 in Review

Diversified Trust opened a new position in XPO (XPO) in Q2 2026: 3,503 shares worth $719K. The stake represents 0.01% of the portfolio and ranks #629 among its holdings. This is a return to the name: Diversified Trust previously reported a position in XPO as recently as Q2 2015.

Diversified Trust first reported a position in XPO in Q1 2015 and has held it in 3 quarters since. 80 funds tracked by Wall St. Rank hold XPO as of Q2 2026.

  • Diversified Trust held 3,503 shares of XPO worth $719K as of Q2 2026.
  • XPO was a new Diversified Trust position in Q2 2026.
  • XPO made up 0.01% of Diversified Trust's portfolio in Q2 2026, its #629 holding.
  • Diversified Trust first reported a position in XPO in Q1 2015 and has held it in 3 quarters since.
  • 80 funds tracked by Wall St. Rank held XPO as of Q2 2026.

Based on Diversified Trust's 13F filing for Q2 2026, filed 17 Jul 2026.