NWAG
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Net Worth Advisory Group’s XPO XPO Stock Holding History

Net Worth Advisory Group’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
-2,276
Closed -$287K – 506
2025
Q2 		$287K Buy
2,276
+112
+5% +$12.6K 0.06% 322
2025
Q1 		$233K Buy
2,164
+30
+1% +$3.81K 0.07% 314
2024
Q4 		$280K Buy
2,134
+14
+0.7% +$1.89K 0.09% 272
2024
Q3 		$228K Buy
+2,120
New +$237K 0.07% 345

Other funds holding XPO

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MP
MFN Partners Boston, Massachusetts $4.83B AUM 65.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Net Worth Advisory Group's XPO Position: Q3 2025 in Review

Net Worth Advisory Group sold out of XPO (XPO) in Q3 2025, closing a stake of 2,276 shares — an estimated $287K sold.

Net Worth Advisory Group first reported a position in XPO in Q3 2024 and held it in 4 quarters. The position peaked at $287K in Q2 2025. 544 funds tracked by Wall St. Rank hold XPO as of Q3 2025.

  • Net Worth Advisory Group reported no remaining XPO position as of Q3 2025 after selling out during the quarter.
  • Net Worth Advisory Group sold 2,276 XPO shares in Q3 2025, an estimated $287K.
  • Net Worth Advisory Group first reported a position in XPO in Q3 2024 and held it in 4 quarters.
  • Net Worth Advisory Group's XPO position peaked at $287K in Q2 2025.
  • 544 funds tracked by Wall St. Rank held XPO as of Q3 2025.

Based on Net Worth Advisory Group's 13F filing for Q3 2025, filed 15 Oct 2025.