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Mascoma Wealth Management’s RXO RXO Stock Holding History

Mascoma Wealth Management’s Portfolio RXO Stock Details RXO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-12
Closed -$331 – 647
2026
Q2 		$331 Buy
+12
New +$265 ﹤0.01% 578
2023
Q2 		– Sell
-70
Closed -$1.27K – 567
2023
Q1 		$1.27K Hold
70
– – ﹤0.01% 560
2022
Q4 		$1.2K Buy
+70
New +$1.24K ﹤0.01% 580

Other funds holding RXO

Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return
Yousif Capital Management
Yousif Capital Management Bloomfield Hills, Michigan $8.87B AUM 34.1% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MBL Wealth
MBL Wealth Charlotte, North Carolina $1.67B AUM 13.43% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return
Citizens Financial Group
Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return

Mascoma Wealth Management's RXO Position: Q3 2026 in Review

Mascoma Wealth Management sold out of RXO (RXO) in Q3 2026, closing a stake of 12 shares — an estimated $331 sold.

Mascoma Wealth Management first reported a position in RXO in Q4 2022 and held it in 3 quarters. The position peaked at $1.27K in Q1 2023. 46 funds tracked by Wall St. Rank hold RXO as of Q3 2026.

  • Mascoma Wealth Management reported no remaining RXO position as of Q3 2026 after selling out during the quarter.
  • Mascoma Wealth Management sold 12 RXO shares in Q3 2026, an estimated $331.
  • Mascoma Wealth Management first reported a position in RXO in Q4 2022 and held it in 3 quarters.
  • Mascoma Wealth Management's RXO position peaked at $1.27K in Q1 2023.
  • 46 funds tracked by Wall St. Rank held RXO as of Q3 2026.

Based on Mascoma Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.