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JFS Wealth Advisors’s XPO XPO Stock Holding History

JFS Wealth Advisors’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 		$55.4K Buy
270
+2
+0.7% +$423 ﹤0.01% 532
2026
Q1 		$52.1K Buy
268
+5
+2% +$896 ﹤0.01% 514
2025
Q4 		$35.7K Buy
263
+27
+11% +$3.68K ﹤0.01% 608
2025
Q3 		$30.5K Hold
236
– – ﹤0.01% 605
2025
Q2 		$29.8K Buy
236
+1
+0.4% +$112 ﹤0.01% 569
2025
Q1 		$25.3K Hold
235
– – ﹤0.01% 612
2024
Q4 		$30.8K Hold
235
– – ﹤0.01% 545
2024
Q3 		$25.3K Buy
235
+2
+0.9% +$224 ﹤0.01% 594
2024
Q2 		$24.7K Hold
233
– – ﹤0.01% 560
2024
Q1 		$28.4K Hold
233
– – ﹤0.01% 544
2023
Q4 		$20.4K Hold
233
– – ﹤0.01% 578
2023
Q3 		$17.4K Buy
233
+157
+207% +$10.8K ﹤0.01% 578
2023
Q2 		$4.48K Hold
76
– – ﹤0.01% 1052
2023
Q1 		$2.42K Buy
76
+63
+485% +$2.27K ﹤0.01% 1289
2022
Q4 		$433 Sell
13
-9
-41% -$303 ﹤0.01% 1750
2022
Q3 		$1K Buy
22
+10
+83% +$311 ﹤0.01% 1682
2022
Q2 		$0 Sell
12
-87
-88% -$2.77K ﹤0.01% 1958
2022
Q1 		$4K Buy
99
+62
+168% +$2.59K ﹤0.01% 1190
2021
Q4 		$2K Buy
+37
New +$1.72K ﹤0.01% 1202

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

JFS Wealth Advisors's XPO Position: Q2 2026 in Review

JFS Wealth Advisors increased its XPO (XPO) stake by 0.75% in Q2 2026, buying an estimated $423 and bringing the position to 270 shares worth $55.4K. The position accounts for ﹤0.01% of the portfolio, ranked #532.

JFS Wealth Advisors first reported a position in XPO in Q4 2021 and has held it in 19 quarters since. 746 funds tracked by Wall St. Rank hold XPO as of Q2 2026.

  • JFS Wealth Advisors held 270 shares of XPO worth $55.4K as of Q2 2026.
  • JFS Wealth Advisors bought 2 XPO shares in Q2 2026, an estimated $423.
  • XPO made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #532 holding.
  • JFS Wealth Advisors first reported a position in XPO in Q4 2021 and has held it in 19 quarters since.
  • 746 funds tracked by Wall St. Rank held XPO as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.