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 Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

MFN Partners Boston, Massachusetts $4.83B AUM 65.74% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

DCP

D1 Capital Partners New York $34.8B AUM 11.34% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Orion Portfolio Solutions's XPO Position: Q1 2025 in Review

Orion Portfolio Solutions reduced its XPO (XPO) stake by 7.9% in Q1 2025, selling an estimated $26.6K and leaving 2,434 shares worth $262K. The position accounts for ﹤0.01% of the portfolio, ranked #1687.

Orion Portfolio Solutions first reported a position in XPO in Q4 2019 and has held it in 8 quarters since. The position peaked at $347K in Q4 2024. 525 funds tracked by Wall St. Rank hold XPO as of Q1 2025.

Orion Portfolio Solutions held 2,434 shares of XPO worth $262K as of Q1 2025.
Orion Portfolio Solutions sold 209 XPO shares in Q1 2025, an estimated $26.6K.
XPO made up ﹤0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1687 holding.
Orion Portfolio Solutions first reported a position in XPO in Q4 2019 and has held it in 8 quarters since.
Orion Portfolio Solutions's XPO position peaked at $347K in Q4 2024.
525 funds tracked by Wall St. Rank held XPO as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.