Global Retirement Partners’s XPO XPO Stock Holding History

Global Retirement Partners’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	$478K	Buy	3,516 +685	+24%	+$93.3K	0.01%	976
2025 Q3	$366K	Sell	2,831 -438	-13%	-$56.8K	0.01%	887
2025 Q2	$413K	Buy	+3,269	New	+$367K	0.01%	801
2024 Q4	$522K	Sell	3,979 -245	-6%	-$33.1K	0.02%	620
2024 Q3	$454K	Buy	4,224 +157	+4%	+$17.6K	0.01%	657
2024 Q2	$432K	Buy	4,067 +999	+33%	+$112K	0.01%	647
2024 Q1	$374K	Buy	3,068 +775	+34%	+$83K	0.01%	597
2023 Q4	$196K	Buy	2,293 +2,148	+1,481%	+$175K	0.01%	759
2023 Q3	$10.8K	Buy	145 +21	+17%	+$1.45K	﹤0.01%	1922
2023 Q2	$7.32K	Buy	124 +24	+24%	+$1.09K	﹤0.01%	2073
2023 Q1	$4.44K	Sell	100 -10	-9%	-$360	﹤0.01%	2197
2022 Q4	$3.66K	Sell	110 -58	-35%	-$1.95K	﹤0.01%	2128
2022 Q3	$5K	Buy	+168	New	+$5.23K	﹤0.01%	1963
2019 Q1	–	Sell	-231	Closed	-$5K	–	1575
2018 Q4	$5K	Sell	231 -58	-20%	-$1.61K	﹤0.01%	1181
2018 Q3	$11K	Buy	+289	New	+$10.5K	﹤0.01%	1016

Other funds holding XPO

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

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

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

ClearBridge Investments

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return