PWM
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Perigon Wealth Management’s XPO XPO Stock Holding History

Perigon Wealth Management’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 		$253K Buy
+1,231
New +$260K ﹤0.01% 1224
2021
Q1 		– Sell
-755
Closed -$31K – 1055
2020
Q4 		$31K Buy
+755
New +$27.4K ﹤0.01% 896

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 $3.37T AUM 44.26% 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

Perigon Wealth Management's XPO Position: Q2 2026 in Review

Perigon Wealth Management opened a new position in XPO (XPO) in Q2 2026: 1,231 shares worth $253K. The stake represents ﹤0.01% of the portfolio and ranks #1224 among its holdings. This is a return to the name: Perigon Wealth Management previously reported a position in XPO as recently as Q4 2020.

Perigon Wealth Management first reported a position in XPO in Q4 2020 and has held it in 2 quarters since. 750 funds tracked by Wall St. Rank hold XPO as of Q2 2026.

  • Perigon Wealth Management held 1,231 shares of XPO worth $253K as of Q2 2026.
  • XPO was a new Perigon Wealth Management position in Q2 2026.
  • XPO made up ﹤0.01% of Perigon Wealth Management's portfolio in Q2 2026, its #1224 holding.
  • Perigon Wealth Management first reported a position in XPO in Q4 2020 and has held it in 2 quarters since.
  • 750 funds tracked by Wall St. Rank held XPO as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.