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Okabena Investment Services’s XPO XPO Stock Holding History

Okabena Investment Services’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
Q4 		– Sell
-11,705
Closed -$1.51M – 154
2025
Q3 		$1.51M Buy
11,705
+2,953
+34% +$383K 0.29% 60
2025
Q2 		$1.11M Sell
8,752
-1,196
-12% -$134K 0.25% 70
2025
Q1 		$1.07M Buy
9,948
+1,841
+23% +$234K 0.27% 67
2024
Q4 		$1.06M Buy
8,107
+3,646
+82% +$493K 0.3% 62
2024
Q3 		$480K Buy
+4,461
New +$499K 0.14% 89

Other funds holding XPO

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 Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Okabena Investment Services's XPO Position: Q4 2025 in Review

Okabena Investment Services sold out of XPO (XPO) in Q4 2025, closing a stake of 11,705 shares — an estimated $1.51M sold.

Okabena Investment Services first reported a position in XPO in Q3 2024 and held it in 5 quarters. The position peaked at $1.51M in Q3 2025. 585 funds tracked by Wall St. Rank hold XPO as of Q4 2025.

  • Okabena Investment Services reported no remaining XPO position as of Q4 2025 after selling out during the quarter.
  • Okabena Investment Services sold 11,705 XPO shares in Q4 2025, an estimated $1.51M.
  • Okabena Investment Services first reported a position in XPO in Q3 2024 and held it in 5 quarters.
  • Okabena Investment Services's XPO position peaked at $1.51M in Q3 2025.
  • 585 funds tracked by Wall St. Rank held XPO as of Q4 2025.

Based on Okabena Investment Services's 13F filing for Q4 2025, filed 13 Feb 2026.