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Integrated Wealth Concepts’s XPO XPO Stock Holding History

Integrated Wealth Concepts’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 		$286K Buy
+1,391
New +$294K ﹤0.01% 2109

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

Integrated Wealth Concepts's XPO Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in XPO (XPO) in Q2 2026: 1,391 shares worth $286K. The stake represents ﹤0.01% of the portfolio and ranks #2109 among its holdings.

747 funds tracked by Wall St. Rank hold XPO as of Q2 2026.

  • Integrated Wealth Concepts held 1,391 shares of XPO worth $286K as of Q2 2026.
  • XPO was a new Integrated Wealth Concepts position in Q2 2026.
  • XPO made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #2109 holding.
  • 747 funds tracked by Wall St. Rank held XPO as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.