IMA Advisory Services’s XPO XPO Stock Holding History

IMA Advisory Services’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 Q1	$1.39M	Sell	7,148 -78	-1%	-$14K	0.14%	109
2025 Q4	$982K	Sell	7,226 -88	-1%	-$12K	0.09%	130
2025 Q3	$945K	Buy	7,314 +251	+4%	+$32.6K	0.1%	124
2025 Q2	$892K	Buy	7,063 +2,248	+47%	+$252K	0.1%	126
2025 Q1	$518K	Buy	4,815 +199	+4%	+$25.3K	0.06%	142
2024 Q4	$605K	Buy	4,616 +704	+18%	+$95.2K	0.07%	137
2024 Q3	$421K	Buy	+3,912	New	+$438K	0.09%	120
2020 Q4	–	Sell	-55	Closed	-$2K	–	325
2020 Q3	$2K	Buy	+55	New	+$1.58K	﹤0.01%	276
2019 Q4	–	Sell	-243	Closed	-$6K	–	287
2019 Q3	$6K	Buy	+243	New	+$5.62K	﹤0.01%	239

Other funds holding XPO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

MFN Partners Boston, Massachusetts $4.77B AUM 72.29% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

IMA Advisory Services's XPO Position: Q1 2026 in Review

IMA Advisory Services reduced its XPO (XPO) stake by 1.1% in Q1 2026, selling an estimated $14K and leaving 7,148 shares worth $1.39M. The position accounts for 0.14% of the portfolio, ranked #109.

IMA Advisory Services first reported a position in XPO in Q3 2019 and has held it in 9 quarters since. 669 funds tracked by Wall St. Rank hold XPO as of Q1 2026.

IMA Advisory Services held 7,148 shares of XPO worth $1.39M as of Q1 2026.
IMA Advisory Services sold 78 XPO shares in Q1 2026, an estimated $14K.
XPO made up 0.14% of IMA Advisory Services's portfolio in Q1 2026, its #109 holding.
IMA Advisory Services first reported a position in XPO in Q3 2019 and has held it in 9 quarters since.
669 funds tracked by Wall St. Rank held XPO as of Q1 2026.

Based on IMA Advisory Services's 13F filing for Q1 2026, filed 6 May 2026.