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NewEdge Wealth’s XPO XPO Stock Holding History

NewEdge Wealth’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 		$756K Buy
3,684
+373
+11% +$78.9K 0.01% 731
2026
Q1 		$644K Buy
3,311
+1,040
+46% +$186K 0.01% 738
2025
Q4 		$309K Buy
2,271
+556
+32% +$75.7K ﹤0.01% 1014
2025
Q3 		$237K Buy
+1,715
New +$223K ﹤0.01% 941

Other funds holding XPO

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 Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

NewEdge Wealth's XPO Position: Q2 2026 in Review

NewEdge Wealth increased its XPO (XPO) stake by 11% in Q2 2026, buying an estimated $78.9K and bringing the position to 3,684 shares worth $756K. The position accounts for 0.01% of the portfolio, ranked #731.

NewEdge Wealth first reported a position in XPO in Q3 2025 and has held it in 4 quarters since. 750 funds tracked by Wall St. Rank hold XPO as of Q2 2026.

  • NewEdge Wealth held 3,684 shares of XPO worth $756K as of Q2 2026.
  • NewEdge Wealth bought 373 XPO shares in Q2 2026, an estimated $78.9K.
  • XPO made up 0.01% of NewEdge Wealth's portfolio in Q2 2026, its #731 holding.
  • NewEdge Wealth first reported a position in XPO in Q3 2025 and has held it in 4 quarters since.
  • 750 funds tracked by Wall St. Rank held XPO as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.