Middleton & Co’s XPO XPO Stock Holding History

Middleton & Co’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	$1.45M	Sell	7,430 -20	-0.3%	-$3.58K	0.16%	85
2025 Q4	$1.01M	Hold	7,450	–	–	0.11%	90
2025 Q3	$963K	Sell	7,450 -15	-0.2%	-$1.95K	0.1%	100
2025 Q2	$943K	Sell	7,465 -750	-9%	-$84.1K	0.11%	100
2025 Q1	$884K	Sell	8,215 -10	-0.1%	-$1.27K	0.1%	98
2024 Q4	$1.08M	Sell	8,225 -205	-2%	-$27.7K	0.12%	92
2024 Q3	$906K	Sell	8,430 -100	-1%	-$11.2K	0.1%	98
2024 Q2	$905K	Hold	8,530	–	–	0.11%	92
2024 Q1	$1.04M	Sell	8,530 -165	-2%	-$17.7K	0.12%	95
2023 Q4	$762K	Sell	8,695 -290	-3%	-$23.6K	0.1%	97
2023 Q3	$671K	Sell	8,985 -85	-0.9%	-$5.87K	0.09%	94
2023 Q2	$535K	Hold	9,070	–	–	0.07%	102
2023 Q1	$289K	Hold	9,070	–	–	0.04%	131
2022 Q4	$302K	Sell	9,070 -6,700	-42%	-$226K	0.04%	132
2022 Q3	$417K	Hold	15,770	–	–	0.06%	109
2022 Q2	$451K	Hold	15,770	–	–	0.06%	114
2022 Q1	$682K	Buy	15,770 +93	+0.6%	+$3.89K	0.07%	110
2021 Q4	$721K	Buy	15,677 +1,977	+14%	+$91.9K	0.07%	109
2021 Q3	$648K	Sell	13,700 -5,831	-30%	-$292K	0.07%	111
2021 Q2	$945K	Sell	19,531 -853	-4%	-$41.7K	0.1%	101
2021 Q1	$869K	Sell	20,384 -289	-1%	-$12K	0.1%	98
2020 Q4	$852K	Sell	20,673 -1,620	-7%	-$58.7K	0.1%	100
2020 Q3	$653K	Sell	22,293 -607	-3%	-$17.5K	0.09%	98
2020 Q2	$612K	Sell	22,900 -18,201	-44%	-$436K	0.09%	100
2020 Q1	$693K	Sell	41,101 -11,407	-22%	-$305K	0.12%	97
2019 Q4	$1.45M	Sell	52,508 -1,807	-3%	-$49.7K	0.21%	85
2019 Q3	$1.34M	Sell	54,315 -4,626	-8%	-$107K	0.21%	87
2019 Q2	$1.18M	Sell	58,941 -37,559	-39%	-$765K	0.18%	88
2019 Q1	$1.79M	Buy	96,500 +68,858	+249%	+$1.32M	0.29%	76
2018 Q4	$545K	Buy	27,642 +2,386	+9%	+$66.1K	0.1%	106
2018 Q3	$997K	Buy	25,256 +867	+4%	+$31.5K	0.16%	101
2018 Q2	$845K	Sell	24,389 -289	-1%	-$10.5K	0.14%	105
2018 Q1	$869K	Sell	24,678 -2,877	-10%	-$96K	0.16%	104
2017 Q4	$873K	Sell	27,555 -2,241	-8%	-$57.3K	0.15%	109
2017 Q3	$698K	Buy	29,796 +3,354	+13%	+$70.2K	0.13%	120
2017 Q2	$591K	Sell	26,442 -289	-1%	-$5.41K	0.13%	105
2017 Q1	$443K	Sell	26,731 -39,048	-59%	-$638K	0.1%	118
2016 Q4	$982K	Sell	65,779 -680	-1%	-$9.47K	0.22%	87
2016 Q3	$843K	Hold	66,459	–	–	0.19%	91
2016 Q2	$604K	Hold	66,459	–	–	0.14%	111
2016 Q1	$706K	Buy	66,459 +723	+1%	+$6.3K	0.16%	97
2015 Q4	$620K	Buy	65,736 +4,482	+7%	+$44.5K	0.14%	106
2015 Q3	$505K	Buy	61,254 +115	+0.2%	+$1.51K	0.12%	114
2015 Q2	$955K	Hold	61,139	–	–	0.21%	87
2015 Q1	$961K	Buy	+61,139	New	+$886K	0.21%	89

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

Middleton & Co's XPO Position: Q1 2026 in Review

Middleton & Co reduced its XPO (XPO) stake by 0.27% in Q1 2026, selling an estimated $3.58K and leaving 7,430 shares worth $1.45M. The position accounts for 0.16% of the portfolio, ranked #85.

Middleton & Co first reported a position in XPO in Q1 2015 and has held it in 45 quarters since. The position peaked at $1.79M in Q1 2019. 670 funds tracked by Wall St. Rank hold XPO as of Q1 2026.

Middleton & Co held 7,430 shares of XPO worth $1.45M as of Q1 2026.
Middleton & Co sold 20 XPO shares in Q1 2026, an estimated $3.58K.
XPO made up 0.16% of Middleton & Co's portfolio in Q1 2026, its #85 holding.
Middleton & Co first reported a position in XPO in Q1 2015 and has held it in 45 quarters since.
Middleton & Co's XPO position peaked at $1.79M in Q1 2019.
670 funds tracked by Wall St. Rank held XPO as of Q1 2026.

Based on Middleton & Co's 13F filing for Q1 2026, filed 8 May 2026.