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Halbert Hargrove Global Advisors’s XPO XPO Stock Holding History

Halbert Hargrove Global 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 		$16K Sell
78
-41
-34% -$8.68K ﹤0.01% 277
2026
Q1 		$23.2K Hold
119
– – ﹤0.01% 240
2025
Q4 		$16.2K Sell
119
-39
-25% -$5.31K ﹤0.01% 263
2025
Q3 		$20.4K Hold
158
– – ﹤0.01% 247
2025
Q2 		$20K Hold
158
– – ﹤0.01% 189
2025
Q1 		$17K Sell
158
-159
-50% -$20.2K ﹤0.01% 211
2024
Q4 		$41.6K Buy
+317
New +$42.8K ﹤0.01% 162

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 $3.37T AUM 44.26% 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

Halbert Hargrove Global Advisors's XPO Position: Q2 2026 in Review

Halbert Hargrove Global Advisors reduced its XPO (XPO) stake by 34% in Q2 2026, selling an estimated $8.68K and leaving 78 shares worth $16K. The position accounts for ﹤0.01% of the portfolio, ranked #277.

Halbert Hargrove Global Advisors first reported a position in XPO in Q4 2024 and has held it in 7 quarters since. The position peaked at $41.6K in Q4 2024. 746 funds tracked by Wall St. Rank hold XPO as of Q2 2026.

  • Halbert Hargrove Global Advisors held 78 shares of XPO worth $16K as of Q2 2026.
  • Halbert Hargrove Global Advisors sold 41 XPO shares in Q2 2026, an estimated $8.68K.
  • XPO made up ﹤0.01% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #277 holding.
  • Halbert Hargrove Global Advisors first reported a position in XPO in Q4 2024 and has held it in 7 quarters since.
  • Halbert Hargrove Global Advisors's XPO position peaked at $41.6K in Q4 2024.
  • 746 funds tracked by Wall St. Rank held XPO as of Q2 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.