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EverSource Wealth Advisors’s XPO XPO Stock Holding History

EverSource Wealth Advisors’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 		$58.3K Sell
284
-300
-51% -$63.5K ﹤0.01% 1679
2026
Q1 		$114K Buy
584
+221
+61% +$39.6K ﹤0.01% 1357
2025
Q4 		$49.3K Sell
363
-66
-15% -$8.99K ﹤0.01% 1756
2025
Q3 		$55.5K Buy
429
+95
+28% +$12.3K ﹤0.01% 1629
2025
Q2 		$42.2K Buy
334
+88
+36% +$9.87K ﹤0.01% 1730
2025
Q1 		$26.5K Buy
246
+9
+4% +$1.14K ﹤0.01% 1545
2024
Q4 		$31.1K Sell
237
-23
-9% -$3.11K ﹤0.01% 1399
2024
Q3 		$28K Buy
260
+15
+6% +$1.68K ﹤0.01% 1325
2024
Q2 		$28.1K Buy
245
+13
+6% +$1.46K ﹤0.01% 1349
2024
Q1 		$24.9K Sell
232
-55
-19% -$5.89K ﹤0.01% 1259
2023
Q4 		$25.1K Sell
287
-102
-26% -$8.31K ﹤0.01% 1140
2023
Q3 		$29K Sell
389
-222
-36% -$15.3K ﹤0.01% 995
2023
Q2 		$36K Sell
611
-33
-5% -$1.49K ﹤0.01% 960
2023
Q1 		$20.5K Sell
644
-721
-53% -$26K ﹤0.01% 1074
2022
Q4 		$45.4K Sell
1,365
-7,622
-85% -$257K 0.01% 794
2022
Q3 		$238K Buy
8,987
+7,597
+547% +$237K 0.05% 274
2022
Q2 		$40K Hold
1,390
– – 0.01% 676
2022
Q1 		$60K Buy
+1,390
New +$58.1K 0.02% 436

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

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

EverSource Wealth Advisors reduced its XPO (XPO) stake by 51% in Q2 2026, selling an estimated $63.5K and leaving 284 shares worth $58.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1679.

EverSource Wealth Advisors first reported a position in XPO in Q1 2022 and has held it in 18 quarters since. The position peaked at $238K in Q3 2022. 752 funds tracked by Wall St. Rank hold XPO as of Q2 2026.

  • EverSource Wealth Advisors held 284 shares of XPO worth $58.3K as of Q2 2026.
  • EverSource Wealth Advisors sold 300 XPO shares in Q2 2026, an estimated $63.5K.
  • XPO made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1679 holding.
  • EverSource Wealth Advisors first reported a position in XPO in Q1 2022 and has held it in 18 quarters since.
  • EverSource Wealth Advisors's XPO position peaked at $238K in Q3 2022.
  • 752 funds tracked by Wall St. Rank held XPO as of Q2 2026.

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