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 $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.