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
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

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AFCM
Alta Fox Capital Management Fort Worth, Texas $378M AUM 59.19% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SIC
Schwartz Investment Counsel Plymouth, Michigan $2.82B AUM 13.66% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
DSCM
Divisadero Street Capital Management Miami, Florida $2.39B AUM 134.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Heritage Family Offices's XPEL Position: Q1 2026 in Review

Heritage Family Offices held its XPEL (XPEL) position steady in Q1 2026 at 81,802 shares worth $3.62M. The position accounts for 1.61% of the portfolio, ranked #16.

Heritage Family Offices first reported a position in XPEL in Q2 2024 and has held it in 8 quarters since. The position peaked at $4.08M in Q4 2025. 208 funds tracked by Wall St. Rank hold XPEL as of Q1 2026.

  • Heritage Family Offices held 81,802 shares of XPEL worth $3.62M as of Q1 2026.
  • Heritage Family Offices left its XPEL share count unchanged in Q1 2026.
  • XPEL made up 1.61% of Heritage Family Offices's portfolio in Q1 2026, its #16 holding.
  • Heritage Family Offices first reported a position in XPEL in Q2 2024 and has held it in 8 quarters since.
  • Heritage Family Offices's XPEL position peaked at $4.08M in Q4 2025.
  • 208 funds tracked by Wall St. Rank held XPEL as of Q1 2026.

Based on Heritage Family Offices's 13F filing for Q1 2026, filed 8 Apr 2026.