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Patten & Patten’s XPO XPO Stock Holding History

Patten & Patten’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
-2,600
Closed -$336K – 354
2025
Q3 		$336K Hold
2,600
– – 0.02% 280
2025
Q2 		$328K Sell
2,600
-1,500
-37% -$168K 0.02% 259
2025
Q1 		$441K Hold
4,100
– – 0.03% 237
2024
Q4 		$538K Hold
4,100
– – 0.04% 214
2024
Q3 		$441K Hold
4,100
– – 0.03% 228
2024
Q2 		$435K Hold
4,100
– – 0.03% 229
2024
Q1 		$500K Hold
4,100
– – 0.04% 217
2023
Q4 		$359K Sell
4,100
-4,000
-49% -$326K 0.03% 222
2023
Q3 		$605K Sell
8,100
-2,500
-24% -$173K 0.05% 177
2023
Q2 		$625K Hold
10,600
– – 0.05% 182
2023
Q1 		$338K Sell
10,600
-1,150
-10% -$41.4K 0.03% 217
2022
Q4 		$391K Sell
11,750
-8,867
-43% -$299K 0.04% 206
2022
Q3 		$545K Sell
20,617
-387
-2% -$12.1K 0.05% 186
2022
Q2 		$601K Hold
21,004
– – 0.05% 184
2022
Q1 		$909K Sell
21,004
-421
-2% -$17.6K 0.07% 161
2021
Q4 		$986K Hold
21,425
– – 0.07% 156
2021
Q3 		$1.01M Sell
21,425
-15,382
-42% -$771K 0.08% 149
2021
Q2 		$1.78M Sell
36,807
-2,458
-6% -$120K 0.14% 105
2021
Q1 		$1.67M Buy
39,265
+578
+1% +$24K 0.14% 106
2020
Q4 		$1.59M Hold
38,687
– – 0.14% 105
2020
Q3 		$1.13M Buy
38,687
+52
+0.1% +$1.5K 0.11% 119
2020
Q2 		$1.03M Hold
38,635
– – 0.11% 124
2020
Q1 		$651K Sell
38,635
-5,638
-13% -$151K 0.09% 148
2019
Q4 		$1.22M Hold
44,273
– – 0.12% 121
2019
Q3 		$1.1M Buy
44,273
+25,011
+130% +$578K 0.12% 124
2019
Q2 		$385K Buy
+19,262
New +$392K 0.04% 189
2018
Q4 		– Sell
-5,817
Closed -$230K – 235
2018
Q3 		$230K Buy
+5,817
New +$212K 0.02% 225

Other funds holding XPO

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Patten & Patten's XPO Position: Q4 2025 in Review

Patten & Patten sold out of XPO (XPO) in Q4 2025, closing a stake of 2,600 shares — an estimated $336K sold.

Patten & Patten first reported a position in XPO in Q3 2018 and held it in 27 quarters. The position peaked at $1.78M in Q2 2021. 586 funds tracked by Wall St. Rank hold XPO as of Q4 2025.

  • Patten & Patten reported no remaining XPO position as of Q4 2025 after selling out during the quarter.
  • Patten & Patten sold 2,600 XPO shares in Q4 2025, an estimated $336K.
  • Patten & Patten first reported a position in XPO in Q3 2018 and held it in 27 quarters.
  • Patten & Patten's XPO position peaked at $1.78M in Q2 2021.
  • 586 funds tracked by Wall St. Rank held XPO as of Q4 2025.

Based on Patten & Patten's 13F filing for Q4 2025, filed 3 Feb 2026.