OPS
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Orion Portfolio Solutions’s XPO XPO Stock Holding History

Orion Portfolio Solutions’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
Q1 		$262K Sell
2,434
-209
-8% -$26.6K ﹤0.01% 1687
2024
Q4 		$347K Sell
2,643
-471
-15% -$63.7K ﹤0.01% 1487
2024
Q3 		$335K Buy
3,114
+544
+21% +$60.9K ﹤0.01% 1486
2024
Q2 		$273K Buy
2,570
+400
+18% +$44.8K ﹤0.01% 1494
2024
Q1 		$265K Buy
+2,170
New +$232K ﹤0.01% 1508
2020
Q3 		– Sell
-228
Closed -$6K – 2090
2020
Q2 		$6K Sell
228
-382
-63% -$9.15K ﹤0.01% 1427
2020
Q1 		$10K Buy
610
+142
+30% +$3.79K ﹤0.01% 1081
2019
Q4 		$13K Buy
+468
New +$12.9K ﹤0.01% 927

Other funds holding XPO

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DCP
D1 Capital Partners New York $11.2B AUM 15.78% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return