EWA
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EverSource Wealth Advisors’s RXO RXO Stock Holding History

EverSource Wealth Advisors’s Portfolio RXO Stock Details RXO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$23K Buy
834
+138
+20% +$3.05K ﹤0.01% 2332
2026
Q1 		$10.2K Buy
696
+325
+88% +$4.77K ﹤0.01% 2911
2025
Q4 		$4.69K Sell
371
-30
-7% -$443 ﹤0.01% 3150
2025
Q3 		$6.17K Buy
401
+154
+62% +$2.48K ﹤0.01% 3061
2025
Q2 		$3.88K Sell
247
-36
-13% -$546 ﹤0.01% 3262
2025
Q1 		$5.41K Buy
283
+5
+2% +$109 ﹤0.01% 2458
2024
Q4 		$6.63K Sell
278
-211
-43% -$5.89K ﹤0.01% 2213
2024
Q3 		$13.7K Hold
489
– – ﹤0.01% 1692
2024
Q2 		$15.5K Buy
489
+14
+3% +$291 ﹤0.01% 1627
2024
Q1 		$8.98K Hold
475
– – ﹤0.01% 1747
2023
Q4 		$11K Sell
475
-63
-12% -$1.27K ﹤0.01% 1511
2023
Q3 		$10.6K Sell
538
-503
-48% -$9.91K ﹤0.01% 1400
2023
Q2 		$23.6K Buy
1,041
+1
+0.1% +$20 ﹤0.01% 1087
2023
Q1 		$20.4K Sell
1,040
-286
-22% -$5.49K ﹤0.01% 1076
2022
Q4 		$22.8K Buy
+1,326
New +$23.5K ﹤0.01% 1022

Other funds holding RXO

OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
MP
MFN Partners Boston, Massachusetts $4.83B AUM 65.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return
FC
Finepoint Capital Boston, Massachusetts $2.8B AUM 13.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

EverSource Wealth Advisors's RXO Position: Q2 2026 in Review

EverSource Wealth Advisors increased its RXO (RXO) stake by 20% in Q2 2026, buying an estimated $3.05K and bringing the position to 834 shares worth $23K. The position accounts for ﹤0.01% of the portfolio, ranked #2332.

EverSource Wealth Advisors first reported a position in RXO in Q4 2022 and has held it in 15 quarters since. The position peaked at $23.6K in Q2 2023. 303 funds tracked by Wall St. Rank hold RXO as of Q2 2026.

  • EverSource Wealth Advisors held 834 shares of RXO worth $23K as of Q2 2026.
  • EverSource Wealth Advisors bought 138 RXO shares in Q2 2026, an estimated $3.05K.
  • RXO made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2332 holding.
  • EverSource Wealth Advisors first reported a position in RXO in Q4 2022 and has held it in 15 quarters since.
  • EverSource Wealth Advisors's RXO position peaked at $23.6K in Q2 2023.
  • 303 funds tracked by Wall St. Rank held RXO as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.