First Manhattan
XPO icon

First Manhattan’s XPO XPO Stock Holding History

First Manhattan’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
Q1 		$266K Sell
1,368
-660
-33% -$118K ﹤0.01% 677
2025
Q4 		$276K Hold
2,028
– – ﹤0.01% 657
2025
Q3 		$262K Hold
2,028
– – ﹤0.01% 641
2025
Q2 		$256K Sell
2,028
-78
-4% -$8.75K ﹤0.01% 645
2025
Q1 		$227K Sell
2,106
-102
-5% -$13K ﹤0.01% 630
2024
Q4 		$290K Buy
2,208
+102
+5% +$13.8K ﹤0.01% 601
2024
Q3 		$226K Hold
2,106
– – ﹤0.01% 632
2024
Q2 		$224K Hold
2,106
– – ﹤0.01% 616
2024
Q1 		$257K Hold
2,106
– – ﹤0.01% 616
2023
Q4 		$184K Hold
2,106
– – ﹤0.01% 656
2023
Q3 		$157K Hold
2,106
– – ﹤0.01% 689
2023
Q2 		$124K Sell
2,106
-2,394
-53% -$108K ﹤0.01% 725
2023
Q1 		$144K Sell
4,500
-491
-10% -$17.7K ﹤0.01% 736
2022
Q4 		$166K Sell
4,991
-44,994
-90% -$1.52M ﹤0.01% 730
2022
Q3 		$1.32M Sell
49,985
-1,347
-3% -$42K 0.01% 374
2022
Q2 		$1.47M Sell
51,332
-22,257
-30% -$708K 0.01% 369
2022
Q1 		$3.18M Buy
73,589
+30,100
+69% +$1.26M 0.01% 303
2021
Q4 		$2M Buy
43,489
+40,897
+1,578% +$1.9M 0.01% 346
2021
Q3 		$122K Sell
2,592
-1,861
-42% -$93.3K ﹤0.01% 827
2021
Q2 		$215K Hold
4,453
– – ﹤0.01% 727
2021
Q1 		$189K Sell
4,453
-4,337
-49% -$180K ﹤0.01% 711
2020
Q4 		$362K Hold
8,790
– – ﹤0.01% 568
2020
Q3 		$257K Sell
8,790
-32
-0.4% -$921 ﹤0.01% 611
2020
Q2 		$235K Hold
8,822
– – ﹤0.01% 619
2020
Q1 		$148K Sell
8,822
-293,603
-97% -$7.85M ﹤0.01% 672
2019
Q4 		$8.34M Sell
302,425
-11,725
-4% -$322K 0.04% 183
2019
Q3 		$7.78M Sell
314,150
-90,717
-22% -$2.1M 0.04% 187
2019
Q2 		$8.09M Sell
404,867
-434
-0.1% -$8.84K 0.04% 186
2019
Q1 		$7.53M Sell
405,301
-138,006
-25% -$2.65M 0.04% 195
2018
Q4 		$10.7M Sell
543,307
-119,545
-18% -$3.31M 0.07% 161
2018
Q3 		$26.2M Sell
662,852
-25,112
-4% -$913K 0.14% 101
2018
Q2 		$23.8M Buy
687,964
+6,896
+1% +$250K 0.14% 110
2018
Q1 		$24M Sell
681,068
-12,144
-2% -$405K 0.14% 110
2017
Q4 		$22M Sell
693,212
-45,655
-6% -$1.17M 0.12% 124
2017
Q3 		$17.3M Buy
738,867
+1,446
+0.2% +$30.3K 0.1% 143
2017
Q2 		$16.5M Buy
737,421
+101,777
+16% +$1.91M 0.1% 143
2017
Q1 		$10.5M Buy
635,644
+633,504
+29,603% +$10.3M 0.06% 167
2016
Q4 		$31K Sell
2,140
-751
-26% -$10.5K ﹤0.01% 1002
2016
Q3 		$36K Buy
2,891
+1,445
+100% +$16.3K ﹤0.01% 991
2016
Q2 		$13K Hold
1,446
– – ﹤0.01% 1184
2016
Q1 		$15K Hold
1,446
– – ﹤0.01% 1107
2015
Q4 		$13K Hold
1,446
– – ﹤0.01% 1147
2015
Q3 		$11K Hold
1,446
– – ﹤0.01% 1173
2015
Q2 		$22K Hold
1,446
– – ﹤0.01% 1096
2015
Q1 		$22K Hold
1,446
– – ﹤0.01% 1106
2014
Q4 		$20K Sell
1,446
-1,445
-50% -$19.1K ﹤0.01% 1137
2014
Q3 		$37K Hold
2,891
– – ﹤0.01% 1017
2014
Q2 		$28K Hold
2,891
– – ﹤0.01% 1051
2014
Q1 		$29K Hold
2,891
– – ﹤0.01% 1040
2013
Q4 		$26K Hold
2,891
– – ﹤0.01% 1032
2013
Q3 		$21K Hold
2,891
– – ﹤0.01% 1067
2013
Q2 		$24K Buy
+2,891
New +$16.8K ﹤0.01% 1048

Other funds holding XPO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MP
MFN Partners Boston, Massachusetts $4.77B AUM 72.29% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

First Manhattan's XPO Position: Q1 2026 in Review

First Manhattan reduced its XPO (XPO) stake by 33% in Q1 2026, selling an estimated $118K and leaving 1,368 shares worth $266K. The position accounts for ﹤0.01% of the portfolio, ranked #677.

First Manhattan first reported a position in XPO in Q2 2013 and has held it in 52 quarters since. The position peaked at $26.2M in Q3 2018. 669 funds tracked by Wall St. Rank hold XPO as of Q1 2026.

  • First Manhattan held 1,368 shares of XPO worth $266K as of Q1 2026.
  • First Manhattan sold 660 XPO shares in Q1 2026, an estimated $118K.
  • XPO made up ﹤0.01% of First Manhattan's portfolio in Q1 2026, its #677 holding.
  • First Manhattan first reported a position in XPO in Q2 2013 and has held it in 52 quarters since.
  • First Manhattan's XPO position peaked at $26.2M in Q3 2018.
  • 669 funds tracked by Wall St. Rank held XPO as of Q1 2026.

Based on First Manhattan's 13F filing for Q1 2026, filed 15 May 2026.