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Dogwood Wealth Management’s XPO XPO Stock Holding History

Dogwood 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 		$14.6K Buy
71
+10
+16% +$2.12K 0.01% 310
2026
Q1 		$11.9K Buy
+61
New +$10.9K 0.01% 311

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 $3.38T AUM 44.17% 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

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

Dogwood Wealth Management increased its XPO (XPO) stake by 16% in Q2 2026, buying an estimated $2.12K and bringing the position to 71 shares worth $14.6K. The position accounts for 0.01% of the portfolio, ranked #310.

Dogwood Wealth Management first reported a position in XPO in Q1 2026 and has held it in 2 quarters since. 752 funds tracked by Wall St. Rank hold XPO as of Q2 2026.

  • Dogwood Wealth Management held 71 shares of XPO worth $14.6K as of Q2 2026.
  • Dogwood Wealth Management bought 10 XPO shares in Q2 2026, an estimated $2.12K.
  • XPO made up 0.01% of Dogwood Wealth Management's portfolio in Q2 2026, its #310 holding.
  • Dogwood Wealth Management first reported a position in XPO in Q1 2026 and has held it in 2 quarters since.
  • 752 funds tracked by Wall St. Rank held XPO as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.