Life Planning Partners’s XPO XPO Stock Holding History

Life Planning Partners’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	$1.31M	Hold	6,385	–	–	0.97%	26
2026 Q1	$1.24M	Hold	6,385	–	–	0.95%	26
2025 Q4	$868K	Hold	6,385	–	–	0.66%	37
2025 Q3	$825K	Hold	6,385	–	–	0.6%	37
2025 Q2	$806K	Hold	6,385	–	–	0.64%	35
2025 Q1	$687K	Hold	6,385	–	–	0.62%	34
2024 Q4	$837K	Sell	6,385 -45	-0.7%	-$6.08K	0.77%	31
2024 Q3	$691K	Hold	6,430	–	–	0.62%	36
2024 Q2	$683K	Hold	6,430	–	–	0.62%	33
2024 Q1	$785K	Hold	6,430	–	–	0.78%	28
2023 Q4	$563K	Buy	+6,430	New	+$524K	0.55%	36
2022 Q3	$295K	Hold	11,140	–	–	0.34%	41
2022 Q2	$319K	Buy	11,140 +1,520	+16%	+$48.3K	0.36%	39
2022 Q1	$416K	Hold	9,620	–	–	0.42%	37
2021 Q4	$443K	Buy	+9,620	New	+$447K	0.45%	36

Other funds holding XPO

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

JAFL

Jay A. Fishman Ltd Troy, Michigan $1.26B AUM 31.39% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return

Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return

Life Planning Partners's XPO Position: Q2 2026 in Review

Life Planning Partners held its XPO (XPO) position steady in Q2 2026 at 6,385 shares worth $1.31M. The position accounts for 0.97% of the portfolio, ranked #26.

Life Planning Partners first reported a position in XPO in Q4 2021 and has held it in 15 quarters since. 297 funds tracked by Wall St. Rank hold XPO as of Q2 2026.

Life Planning Partners held 6,385 shares of XPO worth $1.31M as of Q2 2026.
Life Planning Partners left its XPO share count unchanged in Q2 2026.
XPO made up 0.97% of Life Planning Partners's portfolio in Q2 2026, its #26 holding.
Life Planning Partners first reported a position in XPO in Q4 2021 and has held it in 15 quarters since.
297 funds tracked by Wall St. Rank held XPO as of Q2 2026.

Based on Life Planning Partners's 13F filing for Q2 2026, filed 22 Jul 2026.