OF
XPO icon

Optimize Financial’s XPO XPO Stock Holding History

Optimize Financial’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
-1,928
Closed -$243K – 443
2025
Q2 		$243K Sell
1,928
-12
-0.6% -$1.35K 0.15% 189
2025
Q1 		$209K Sell
1,940
-79
-4% -$10K 0.08% 195
2024
Q4 		$265K Buy
+2,019
New +$273K 0.2% 161

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 $3.37T AUM 44.26% 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

Optimize Financial's XPO Position: Q3 2025 in Review

Optimize Financial sold out of XPO (XPO) in Q3 2025, closing a stake of 1,928 shares — an estimated $243K sold.

Optimize Financial first reported a position in XPO in Q4 2024 and held it in 3 quarters. The position peaked at $265K in Q4 2024. 544 funds tracked by Wall St. Rank hold XPO as of Q3 2025.

  • Optimize Financial reported no remaining XPO position as of Q3 2025 after selling out during the quarter.
  • Optimize Financial sold 1,928 XPO shares in Q3 2025, an estimated $243K.
  • Optimize Financial first reported a position in XPO in Q4 2024 and held it in 3 quarters.
  • Optimize Financial's XPO position peaked at $265K in Q4 2024.
  • 544 funds tracked by Wall St. Rank held XPO as of Q3 2025.

Based on Optimize Financial's 13F filing for Q3 2025, filed 5 Nov 2025.