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Independent Advisor Alliance’s XPO XPO Stock Holding History

Independent Advisor Alliance’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 		$3.05M Sell
15,673
-2,029
-11% -$364K 0.03% 439
2025
Q4 		$2.41M Sell
17,702
-534
-3% -$72.7K 0.06% 268
2025
Q3 		$2.36M Buy
18,236
+239
+1% +$31K 0.06% 256
2025
Q2 		$2.27M Sell
17,997
-1,282
-7% -$144K 0.07% 252
2025
Q1 		$2.07M Buy
19,279
+410
+2% +$52.1K 0.07% 248
2024
Q4 		$2.47M Sell
18,869
-5,301
-22% -$716K 0.03% 454
2024
Q3 		$2.6M Buy
24,170
+693
+3% +$77.6K 0.09% 181
2024
Q2 		$2.49M Buy
23,477
+1,349
+6% +$151K 0.09% 192
2024
Q1 		$2.7M Sell
22,128
-8,148
-27% -$872K 0.1% 179
2023
Q4 		$2.53M Buy
30,276
+9,318
+44% +$759K 0.09% 181
2023
Q3 		$1.56M Buy
20,958
+4,848
+30% +$335K 0.07% 227
2023
Q2 		$950K Buy
16,110
+4,386
+37% +$199K 0.04% 312
2023
Q1 		$374K Sell
11,724
-726
-6% -$26.1K 0.02% 477
2022
Q4 		$414 Buy
12,450
+1,219
+11% +$41.1K ﹤0.01% 355
2022
Q3 		$297K Buy
11,231
+164
+1% +$5.11K 0.02% 481
2022
Q2 		$317K Sell
11,067
-1,941
-15% -$61.7K 0.02% 473
2022
Q1 		$563K Buy
13,008
+5,616
+76% +$235K 0.03% 370
2021
Q4 		$340K Sell
7,392
-2,095
-22% -$97.4K 0.02% 488
2021
Q3 		$449K Sell
9,487
-13,581
-59% -$681K 0.03% 408
2021
Q2 		$1.12M Buy
23,068
+4,916
+27% +$240K 0.06% 259
2021
Q1 		$774K Sell
18,152
-3,594
-17% -$149K 0.05% 292
2020
Q4 		$896K Buy
21,746
+4,198
+24% +$152K 0.06% 232
2020
Q3 		$514K Hold
17,548
– – 0.04% 292
2020
Q2 		$469K Buy
17,548
+1,174
+7% +$28.1K 0.05% 281
2020
Q1 		$276K Buy
16,374
+4,713
+40% +$126K 0.04% 294
2019
Q4 		$321K Sell
11,661
-411
-3% -$11.3K 0.01% 662
2019
Q3 		$299K Sell
12,072
-3,290
-21% -$76.1K 0.04% 340
2019
Q2 		$307K Buy
15,362
+4,109
+37% +$83.7K 0.04% 294
2019
Q1 		$209K Sell
11,253
-8,449
-43% -$162K 0.03% 399
2018
Q4 		$389K Buy
19,702
+8,278
+72% +$229K 0.07% 243
2018
Q3 		$448K Sell
11,424
-648
-5% -$23.6K 0.08% 205
2018
Q2 		$418K Hold
12,072
– – 0.09% 206
2018
Q1 		$404K Sell
12,072
-75
-0.6% -$2.5K 0.09% 216
2017
Q4 		$387K Buy
12,147
+151
+1% +$3.86K 0.09% 215
2017
Q3 		$279K Buy
+11,996
New +$251K 0.08% 220

Other funds holding XPO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MP
MFN Partners Boston, Massachusetts $4.77B AUM 72.29% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
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

Independent Advisor Alliance's XPO Position: Q1 2026 in Review

Independent Advisor Alliance reduced its XPO (XPO) stake by 11% in Q1 2026, selling an estimated $364K and leaving 15,673 shares worth $3.05M. The position accounts for 0.03% of the portfolio, ranked #439.

Independent Advisor Alliance first reported a position in XPO in Q3 2017 and has held it in 35 quarters since. 669 funds tracked by Wall St. Rank hold XPO as of Q1 2026.

  • Independent Advisor Alliance held 15,673 shares of XPO worth $3.05M as of Q1 2026.
  • Independent Advisor Alliance sold 2,029 XPO shares in Q1 2026, an estimated $364K.
  • XPO made up 0.03% of Independent Advisor Alliance's portfolio in Q1 2026, its #439 holding.
  • Independent Advisor Alliance first reported a position in XPO in Q3 2017 and has held it in 35 quarters since.
  • 669 funds tracked by Wall St. Rank held XPO as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.