HFO
XPEL icon

Heritage Family Offices’s XPEL XPEL Stock Holding History

Heritage Family Offices’s Portfolio XPEL Stock Details XPEL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.06M Hold
81,802
– – 1.57% 16
2026
Q1 		$3.62M Hold
81,802
– – 1.61% 16
2025
Q4 		$4.08M Hold
81,802
– – 1.86% 10
2025
Q3 		$2.71M Hold
81,802
– – 1.26% 14
2025
Q2 		$2.53M Hold
81,802
– – 1.28% 12
2025
Q1 		$2.4M Hold
81,802
– – 1.23% 14
2024
Q4 		$3.27M Hold
81,802
– – 1.63% 12
2024
Q3 		$3.55M Hold
81,802
– – 1.83% 9
2024
Q2 		$2.91M Buy
+81,802
New +$3.53M 1.61% 11

Other funds holding XPEL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
AFCM
Alta Fox Capital Management Fort Worth, Texas $497M AUM 48.91% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SIC
Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Heritage Family Offices's XPEL Position: Q2 2026 in Review

Heritage Family Offices held its XPEL (XPEL) position steady in Q2 2026 at 81,802 shares worth $4.06M. The position accounts for 1.57% of the portfolio, ranked #16.

Heritage Family Offices first reported a position in XPEL in Q2 2024 and has held it in 9 quarters since. The position peaked at $4.08M in Q4 2025. 210 funds tracked by Wall St. Rank hold XPEL as of Q2 2026.

  • Heritage Family Offices held 81,802 shares of XPEL worth $4.06M as of Q2 2026.
  • Heritage Family Offices left its XPEL share count unchanged in Q2 2026.
  • XPEL made up 1.57% of Heritage Family Offices's portfolio in Q2 2026, its #16 holding.
  • Heritage Family Offices first reported a position in XPEL in Q2 2024 and has held it in 9 quarters since.
  • Heritage Family Offices's XPEL position peaked at $4.08M in Q4 2025.
  • 210 funds tracked by Wall St. Rank held XPEL as of Q2 2026.

Based on Heritage Family Offices's 13F filing for Q2 2026, filed 29 Jul 2026.