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Heritage Wealth Management (Ohio)’s XPO XPO Stock Holding History

Heritage Wealth Management (Ohio)’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 		$1.44M Buy
+7,000
New +$1.48M 0.36% 72
2026
Q1 		– Sell
-7,000
Closed -$951K – 263
2025
Q4 		$951K Hold
7,000
– – 0.26% 95
2025
Q3 		$905K Hold
7,000
– – 0.27% 95
2025
Q2 		$884K Buy
+7,000
New +$785K 0.29% 91

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

Heritage Wealth Management (Ohio)'s XPO Position: Q2 2026 in Review

Heritage Wealth Management (Ohio) opened a new position in XPO (XPO) in Q2 2026: 7,000 shares worth $1.44M. The stake represents 0.36% of the portfolio and ranks #72 among its holdings. This is a return to the name: Heritage Wealth Management (Ohio) previously reported a position in XPO as recently as Q4 2025.

Heritage Wealth Management (Ohio) first reported a position in XPO in Q2 2025 and has held it in 4 quarters since. 747 funds tracked by Wall St. Rank hold XPO as of Q2 2026.

  • Heritage Wealth Management (Ohio) held 7,000 shares of XPO worth $1.44M as of Q2 2026.
  • XPO was a new Heritage Wealth Management (Ohio) position in Q2 2026.
  • XPO made up 0.36% of Heritage Wealth Management (Ohio)'s portfolio in Q2 2026, its #72 holding.
  • Heritage Wealth Management (Ohio) first reported a position in XPO in Q2 2025 and has held it in 4 quarters since.
  • 747 funds tracked by Wall St. Rank held XPO as of Q2 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q2 2026, filed 28 Jul 2026.