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Mount Yale Investment Advisors’s XPO XPO Stock Holding History

Mount Yale Investment 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
2025
Q3 		– Sell
-19
Closed -$2.4K – 1629
2025
Q2 		$2.4K Buy
+19
New +$2.13K ﹤0.01% 1316
2022
Q2 		– Sell
-10,327
Closed -$447K – 504
2022
Q1 		$447K Buy
+10,327
New +$432K 0.05% 315

Other funds holding XPO

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MP
MFN Partners Boston, Massachusetts $4.77B AUM 72.29% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
State Street
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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Mount Yale Investment Advisors's XPO Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of XPO (XPO) in Q3 2025, closing a stake of 19 shares — an estimated $2.4K sold.

Mount Yale Investment Advisors first reported a position in XPO in Q1 2022 and held it in 2 quarters. The position peaked at $447K in Q1 2022. 543 funds tracked by Wall St. Rank hold XPO as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining XPO position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 19 XPO shares in Q3 2025, an estimated $2.4K.
  • Mount Yale Investment Advisors first reported a position in XPO in Q1 2022 and held it in 2 quarters.
  • Mount Yale Investment Advisors's XPO position peaked at $447K in Q1 2022.
  • 543 funds tracked by Wall St. Rank held XPO as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.