HHM Wealth Advisors’s XPO XPO Stock Holding History

HHM Wealth Advisors’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
2025 Q2	–	Sell	-5	Closed	-$538	–	949
2025 Q1	$538	Hold	5	–	–	﹤0.01%	876
2024 Q4	$656	Buy	+5	New	+$676	﹤0.01%	902

Other funds holding XPO

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

MFN Partners Boston, Massachusetts $4.83B AUM 65.74% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

DCP

Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return

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

DCP

D1 Capital Partners New York $34.8B AUM 11.34% 1-Year Est. Return

HHM Wealth Advisors's XPO Position: Q2 2025 in Review

HHM Wealth Advisors sold out of XPO (XPO) in Q2 2025, closing a stake of 5 shares — an estimated $538 sold.

HHM Wealth Advisors first reported a position in XPO in Q4 2024 and held it in 2 quarters. The position peaked at $656 in Q4 2024. 545 funds tracked by Wall St. Rank hold XPO as of Q2 2025.

HHM Wealth Advisors reported no remaining XPO position as of Q2 2025 after selling out during the quarter.
HHM Wealth Advisors sold 5 XPO shares in Q2 2025, an estimated $538.
HHM Wealth Advisors first reported a position in XPO in Q4 2024 and held it in 2 quarters.
HHM Wealth Advisors's XPO position peaked at $656 in Q4 2024.
545 funds tracked by Wall St. Rank held XPO as of Q2 2025.

Based on HHM Wealth Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.