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 Q2	$1.28M	Sell	6,248 -900	-13%	-$190K	0.08%	155
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 $6.73T AUM 46.02% 1-Year Est. Return

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

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

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

IMA Advisory Services's XPO Position: Q2 2026 in Review

IMA Advisory Services reduced its XPO (XPO) stake by 13% in Q2 2026, selling an estimated $190K and leaving 6,248 shares worth $1.28M. The position accounts for 0.08% of the portfolio, ranked #155.

IMA Advisory Services first reported a position in XPO in Q3 2019 and has held it in 10 quarters since. The position peaked at $1.39M in Q1 2026. 750 funds tracked by Wall St. Rank hold XPO as of Q2 2026.

IMA Advisory Services held 6,248 shares of XPO worth $1.28M as of Q2 2026.
IMA Advisory Services sold 900 XPO shares in Q2 2026, an estimated $190K.
XPO made up 0.08% of IMA Advisory Services's portfolio in Q2 2026, its #155 holding.
IMA Advisory Services first reported a position in XPO in Q3 2019 and has held it in 10 quarters since.
IMA Advisory Services's XPO position peaked at $1.39M in Q1 2026.
750 funds tracked by Wall St. Rank held XPO as of Q2 2026.

Based on IMA Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.