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 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 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

NewEdge Wealth's XPO Position: Q1 2026 in Review

NewEdge Wealth increased its XPO (XPO) stake by 46% in Q1 2026, buying an estimated $186K and bringing the position to 3,311 shares worth $644K. The position accounts for 0.01% of the portfolio, ranked #738.

NewEdge Wealth first reported a position in XPO in Q3 2025 and has held it in 3 quarters since. 669 funds tracked by Wall St. Rank hold XPO as of Q1 2026.

NewEdge Wealth held 3,311 shares of XPO worth $644K as of Q1 2026.
NewEdge Wealth bought 1,040 XPO shares in Q1 2026, an estimated $186K.
XPO made up 0.01% of NewEdge Wealth's portfolio in Q1 2026, its #738 holding.
NewEdge Wealth first reported a position in XPO in Q3 2025 and has held it in 3 quarters since.
669 funds tracked by Wall St. Rank held XPO as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.