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Henry Ellenbogen’s XPO XPO Stock Holding History

Henry Ellenbogen’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 		$498M Sell
2,424,919
-511,015
-17% -$108M 4.84% 7
2026
Q1 		$571M Sell
2,935,934
-1,013,166
-26% -$182M 5.88% 6
2025
Q4 		$537M Sell
3,949,100
-382,180
-9% -$52.1M 5.08% 6
2025
Q3 		$560M Buy
4,331,280
+736,224
+20% +$95.6M 4.15% 5
2025
Q2 		$454M Buy
3,595,056
+1,589,759
+79% +$178M 3.44% 11
2025
Q1 		$216M Buy
2,005,297
+1,426,394
+246% +$181M 1.93% 22
2024
Q4 		$75.9M Buy
+578,903
New +$78.2M 0.62% 41

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

Henry Ellenbogen's XPO Position: Q2 2026 in Review

Henry Ellenbogen reduced its XPO (XPO) stake by 17% in Q2 2026, selling an estimated $108M and leaving 2,424,919 shares worth $498M. The position accounts for 4.84% of the portfolio, ranked #7.

Henry Ellenbogen first reported a position in XPO in Q4 2024 and has held it in 7 quarters since. The position peaked at $571M in Q1 2026. 746 funds tracked by Wall St. Rank hold XPO as of Q2 2026.

  • Henry Ellenbogen held 2,424,919 shares of XPO worth $498M as of Q2 2026.
  • Henry Ellenbogen sold 511,015 XPO shares in Q2 2026, an estimated $108M.
  • XPO made up 4.84% of Henry Ellenbogen's portfolio in Q2 2026, its #7 holding.
  • Henry Ellenbogen first reported a position in XPO in Q4 2024 and has held it in 7 quarters since.
  • Henry Ellenbogen's XPO position peaked at $571M in Q1 2026.
  • 746 funds tracked by Wall St. Rank held XPO as of Q2 2026.

Based on Durable Capital Partners's 13F filing for Q2 2026, filed 14 Aug 2026.