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Everhart Financial Group’s XPO XPO Stock Holding History

Everhart Financial Group’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 		$236K Sell
1,152
-53
-4% -$11.2K 0.02% 425
2026
Q1 		$234K Buy
+1,205
New +$216K 0.02% 415

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
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $5.7B AUM 35.76% 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

Everhart Financial Group's XPO Position: Q2 2026 in Review

Everhart Financial Group reduced its XPO (XPO) stake by 4.4% in Q2 2026, selling an estimated $11.2K and leaving 1,152 shares worth $236K. The position accounts for 0.02% of the portfolio, ranked #425.

Everhart Financial Group first reported a position in XPO in Q1 2026 and has held it in 2 quarters since. 98 funds tracked by Wall St. Rank hold XPO as of Q2 2026.

  • Everhart Financial Group held 1,152 shares of XPO worth $236K as of Q2 2026.
  • Everhart Financial Group sold 53 XPO shares in Q2 2026, an estimated $11.2K.
  • XPO made up 0.02% of Everhart Financial Group's portfolio in Q2 2026, its #425 holding.
  • Everhart Financial Group first reported a position in XPO in Q1 2026 and has held it in 2 quarters since.
  • 98 funds tracked by Wall St. Rank held XPO as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.