Future Financial Wealth Management’s XPO XPO Stock Holding History

Future Financial Wealth 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
2025 Q4	–	Sell	-723	Closed	-$93.5K	–	449
2025 Q3	$93.5K	Hold	723	–	–	0.06%	179
2025 Q2	$91.3K	Hold	723	–	–	0.06%	170
2025 Q1	$77.8K	Sell	723 -4	-0.6%	-$508	0.06%	185
2024 Q4	$95.3K	Hold	727	–	–	0.07%	161
2024 Q3	$78.2K	Buy	+727	New	+$81.4K	0.06%	199
2024 Q2	–	Sell	-727	Closed	-$88.7K	–	483
2024 Q1	$88.7K	Buy	+727	New	+$77.8K	0.07%	182
2022 Q2	–	Sell	-2,738	Closed	-$118K	–	498
2022 Q1	$118K	Sell	2,738 -105	-4%	-$4.39K	0.1%	164
2021 Q4	$128K	Sell	2,843 -1,221	-30%	-$56.7K	0.1%	167
2021 Q3	$338K	Sell	4,064 -2,919	-42%	-$146K	0.35%	81
2021 Q2	$338K	Hold	6,983	–	–	0.35%	81
2021 Q1	$298K	Hold	6,983	–	–	0.34%	79
2020 Q4	$288K	Buy	+6,983	New	+$253K	0.33%	87

Other funds holding XPO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

MFN Partners Boston, Massachusetts $4.83B AUM 65.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

DCP

Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Future Financial Wealth Management's XPO Position: Q4 2025 in Review

Future Financial Wealth Management sold out of XPO (XPO) in Q4 2025, closing a stake of 723 shares — an estimated $93.5K sold.

Future Financial Wealth Management first reported a position in XPO in Q4 2020 and held it in 12 quarters. The position peaked at $338K in Q3 2021. 586 funds tracked by Wall St. Rank hold XPO as of Q4 2025.

Future Financial Wealth Management reported no remaining XPO position as of Q4 2025 after selling out during the quarter.
Future Financial Wealth Management sold 723 XPO shares in Q4 2025, an estimated $93.5K.
Future Financial Wealth Management first reported a position in XPO in Q4 2020 and held it in 12 quarters.
Future Financial Wealth Management's XPO position peaked at $338K in Q3 2021.
586 funds tracked by Wall St. Rank held XPO as of Q4 2025.

Based on Future Financial Wealth Management's 13F filing for Q4 2025, filed 21 Jan 2026.