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Perennial Investment Advisors’s XPO XPO Stock Holding History

Perennial Investment Advisors’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
2026
Q2 		$562K Buy
2,738
+59
+2% +$12.5K 0.04% 313
2026
Q1 		$521K Sell
2,679
-9
-0.3% -$1.61K 0.04% 292
2025
Q4 		$365K Buy
2,688
+40
+2% +$5.45K 0.03% 337
2025
Q3 		$342K Buy
2,648
+38
+1% +$4.93K 0.03% 337
2025
Q2 		$330K Buy
2,610
+536
+26% +$60.1K 0.03% 328
2025
Q1 		$223K Sell
2,074
-25
-1% -$3.18K 0.03% 382
2024
Q4 		$275K Buy
2,099
+160
+8% +$21.6K 0.03% 315
2024
Q3 		$208K Sell
1,939
-44
-2% -$4.92K 0.03% 359
2024
Q2 		$210K Buy
1,983
+103
+5% +$11.5K 0.03% 336
2024
Q1 		$229K Buy
+1,880
New +$201K 0.03% 299
2021
Q3 		– Sell
-4,620
Closed -$224K – 231
2021
Q2 		$224K Buy
+4,620
New +$226K 0.08% 189

Other funds holding XPO

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 Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Perennial Investment Advisors's XPO Position: Q2 2026 in Review

Perennial Investment Advisors increased its XPO (XPO) stake by 2.2% in Q2 2026, buying an estimated $12.5K and bringing the position to 2,738 shares worth $562K. The position accounts for 0.04% of the portfolio, ranked #313.

Perennial Investment Advisors first reported a position in XPO in Q2 2021 and has held it in 11 quarters since. 752 funds tracked by Wall St. Rank hold XPO as of Q2 2026.

  • Perennial Investment Advisors held 2,738 shares of XPO worth $562K as of Q2 2026.
  • Perennial Investment Advisors bought 59 XPO shares in Q2 2026, an estimated $12.5K.
  • XPO made up 0.04% of Perennial Investment Advisors's portfolio in Q2 2026, its #313 holding.
  • Perennial Investment Advisors first reported a position in XPO in Q2 2021 and has held it in 11 quarters since.
  • 752 funds tracked by Wall St. Rank held XPO as of Q2 2026.

Based on Perennial Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.