Kestra Advisory Services’s XPO XPO Stock Holding History

Kestra Advisory Services’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 Q1	$763K	Buy	3,924 +3,233	+468%	+$580K	﹤0.01%	1920
2025 Q4	$93.9K	Buy	+691	New	+$94.1K	﹤0.01%	3479
2022 Q2	–	Sell	-20,215	Closed	-$874K	–	2250
2022 Q1	$874K	Buy	20,215 +719	+4%	+$30.1K	0.01%	1020
2021 Q4	$897K	Sell	19,496 -148	-0.8%	-$6.88K	0.01%	1033
2021 Q3	$929K	Sell	19,644 -2,426	-11%	-$122K	0.01%	1061
2021 Q2	$1.07M	Buy	22,070 +2,747	+14%	+$134K	0.01%	908
2021 Q1	$824K	Sell	19,323 -818	-4%	-$33.9K	0.01%	963
2020 Q4	$826K	Buy	+20,141	New	+$730K	0.01%	953

Other funds holding XPO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

MFN Partners Boston, Massachusetts $4.77B AUM 72.29% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Kestra Advisory Services's XPO Position: Q1 2026 in Review

Kestra Advisory Services increased its XPO (XPO) stake by 468% in Q1 2026, buying an estimated $580K and bringing the position to 3,924 shares worth $763K. The position accounts for ﹤0.01% of the portfolio, ranked #1920.

Kestra Advisory Services first reported a position in XPO in Q4 2020 and has held it in 8 quarters since. The position peaked at $1.07M in Q2 2021. 669 funds tracked by Wall St. Rank hold XPO as of Q1 2026.

Kestra Advisory Services held 3,924 shares of XPO worth $763K as of Q1 2026.
Kestra Advisory Services bought 3,233 XPO shares in Q1 2026, an estimated $580K.
XPO made up ﹤0.01% of Kestra Advisory Services's portfolio in Q1 2026, its #1920 holding.
Kestra Advisory Services first reported a position in XPO in Q4 2020 and has held it in 8 quarters since.
Kestra Advisory Services's XPO position peaked at $1.07M in Q2 2021.
669 funds tracked by Wall St. Rank held XPO as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.