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Forum Financial Management’s XPO XPO Stock Holding History

Forum Financial 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
Q1 		– Sell
-2,216
Closed -$301K – 1002
2025
Q4 		$301K Hold
2,216
– – ﹤0.01% 745
2025
Q3 		$286K Buy
2,216
+67
+3% +$8.7K ﹤0.01% 772
2025
Q2 		$271K Buy
2,149
+2
+0.1% +$224 ﹤0.01% 727
2025
Q1 		$231K Buy
2,147
+6
+0.3% +$763 ﹤0.01% 744
2024
Q4 		$281K Hold
2,141
– – ﹤0.01% 659
2024
Q3 		$230K Buy
2,141
+3
+0.1% +$336 ﹤0.01% 655
2024
Q2 		$227K Buy
2,138
+3
+0.1% +$336 ﹤0.01% 608
2024
Q1 		$261K Buy
+2,135
New +$229K ﹤0.01% 562

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
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 $3.37T AUM 44.26% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

Forum Financial Management's XPO Position: Q1 2026 in Review

Forum Financial Management sold out of XPO (XPO) in Q1 2026, closing a stake of 2,216 shares — an estimated $301K sold.

Forum Financial Management first reported a position in XPO in Q1 2024 and held it in 8 quarters. The position peaked at $301K in Q4 2025. 672 funds tracked by Wall St. Rank hold XPO as of Q1 2026.

  • Forum Financial Management reported no remaining XPO position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 2,216 XPO shares in Q1 2026, an estimated $301K.
  • Forum Financial Management first reported a position in XPO in Q1 2024 and held it in 8 quarters.
  • Forum Financial Management's XPO position peaked at $301K in Q4 2025.
  • 672 funds tracked by Wall St. Rank held XPO as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.