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HB Wealth Management’s XPO XPO Stock Holding History

HB 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
2026
Q2 		$625K Buy
3,044
+42
+1% +$8.89K ﹤0.01% 992
2026
Q1 		$584K Buy
3,002
+251
+9% +$45K ﹤0.01% 904
2025
Q4 		$374K Buy
2,751
+322
+13% +$43.9K ﹤0.01% 1031
2025
Q3 		$314K Buy
2,429
+73
+3% +$9.47K ﹤0.01% 1050
2025
Q2 		$298K Buy
2,356
+469
+25% +$52.6K ﹤0.01% 941
2025
Q1 		$203K Buy
+1,887
New +$240K ﹤0.01% 1133

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 $3.38T AUM 44.17% 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

HB Wealth Management's XPO Position: Q2 2026 in Review

HB Wealth Management increased its XPO (XPO) stake by 1.4% in Q2 2026, buying an estimated $8.89K and bringing the position to 3,044 shares worth $625K. The position accounts for ﹤0.01% of the portfolio, ranked #992.

HB Wealth Management first reported a position in XPO in Q1 2025 and has held it in 6 quarters since. 752 funds tracked by Wall St. Rank hold XPO as of Q2 2026.

  • HB Wealth Management held 3,044 shares of XPO worth $625K as of Q2 2026.
  • HB Wealth Management bought 42 XPO shares in Q2 2026, an estimated $8.89K.
  • XPO made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #992 holding.
  • HB Wealth Management first reported a position in XPO in Q1 2025 and has held it in 6 quarters since.
  • 752 funds tracked by Wall St. Rank held XPO as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.