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Kelleher Financial Advisors’s XPO XPO Stock Holding History

Kelleher Financial 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 		$16.4K Buy
80
+40
+100% +$8.46K ﹤0.01% 572
2026
Q1 		$7.78K Hold
40
– – ﹤0.01% 561
2025
Q4 		$5.44K Hold
40
– – ﹤0.01% 618
2025
Q3 		$5.17K Buy
+40
New +$5.19K ﹤0.01% 553

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

Kelleher Financial Advisors's XPO Position: Q2 2026 in Review

Kelleher Financial Advisors increased its XPO (XPO) stake by 100% in Q2 2026, buying an estimated $8.46K and bringing the position to 80 shares worth $16.4K. The position accounts for ﹤0.01% of the portfolio, ranked #572.

Kelleher Financial Advisors first reported a position in XPO in Q3 2025 and has held it in 4 quarters since. 746 funds tracked by Wall St. Rank hold XPO as of Q2 2026.

  • Kelleher Financial Advisors held 80 shares of XPO worth $16.4K as of Q2 2026.
  • Kelleher Financial Advisors bought 40 XPO shares in Q2 2026, an estimated $8.46K.
  • XPO made up ﹤0.01% of Kelleher Financial Advisors's portfolio in Q2 2026, its #572 holding.
  • Kelleher Financial Advisors first reported a position in XPO in Q3 2025 and has held it in 4 quarters since.
  • 746 funds tracked by Wall St. Rank held XPO as of Q2 2026.

Based on Kelleher Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.