IAA
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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
2021
Q1 		– Sell
-12
Closed -$2K – 657
2020
Q4 		$2K Buy
+12
New +$435 ﹤0.01% 567

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

Independent Advisor Alliance's XPO Position: Q2 2026 in Review

Independent Advisor Alliance increased its XPO (XPO) stake by 2.3% in Q2 2026, buying an estimated $76.2K and bringing the position to 16,033 shares worth $3.29M. The position accounts for 0.08% of the portfolio, ranked #192.

Independent Advisor Alliance first reported a position in XPO in Q3 2017 and has held it in 36 quarters since. 750 funds tracked by Wall St. Rank hold XPO as of Q2 2026.

  • Independent Advisor Alliance held 16,033 shares of XPO worth $3.29M as of Q2 2026.
  • Independent Advisor Alliance bought 360 XPO shares in Q2 2026, an estimated $76.2K.
  • XPO made up 0.08% of Independent Advisor Alliance's portfolio in Q2 2026, its #192 holding.
  • Independent Advisor Alliance first reported a position in XPO in Q3 2017 and has held it in 36 quarters since.
  • 750 funds tracked by Wall St. Rank held XPO as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.