Perpetual Ltd’s XPO XPO Stock Holding History

Perpetual Ltd’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 Q3	$899K	Sell	5,107 -24	-0.5%	-$4.71K	0.01%	228
2026 Q2	$1.05M	Sell	5,131 -28	-0.5%	-$5.92K	0.02%	221
2026 Q1	$1M	Sell	5,159 -329	-6%	-$59K	0.02%	216
2025 Q4	$746K	Buy	5,488 +400	+8%	+$54.5K	0.01%	253
2025 Q3	$658K	Hold	5,088	–	–	0.01%	299
2025 Q2	$643K	Sell	5,088 -389	-7%	-$43.6K	0.01%	299
2025 Q1	$589K	Hold	5,477	–	–	0.01%	306
2024 Q4	$718K	Buy	5,477 +2,571	+88%	+$347K	0.01%	287
2024 Q3	$312K	Hold	2,906	–	–	﹤0.01%	366
2024 Q2	$308K	Sell	2,906 -604	-17%	-$67.7K	﹤0.01%	379
2024 Q1	$428K	Hold	3,510	–	–	﹤0.01%	361
2023 Q4	$307K	Buy	+3,510	New	+$286K	﹤0.01%	384

Other funds holding XPO

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Jay A. Fishman Ltd Troy, Michigan $1.24B AUM 21.21% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.9B AUM 30.31% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Perpetual Ltd's XPO Position: Q3 2026 in Review

Perpetual Ltd reduced its XPO (XPO) stake by 0.47% in Q3 2026, selling an estimated $4.71K and leaving 5,107 shares worth $899K. The position accounts for 0.01% of the portfolio, ranked #228.

Perpetual Ltd first reported a position in XPO in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.05M in Q2 2026. 303 funds tracked by Wall St. Rank hold XPO as of Q3 2026.

Perpetual Ltd held 5,107 shares of XPO worth $899K as of Q3 2026.
Perpetual Ltd sold 24 XPO shares in Q3 2026, an estimated $4.71K.
XPO made up 0.01% of Perpetual Ltd's portfolio in Q3 2026, its #228 holding.
Perpetual Ltd first reported a position in XPO in Q4 2023 and has held it in 12 quarters since.
Perpetual Ltd's XPO position peaked at $1.05M in Q2 2026.
303 funds tracked by Wall St. Rank held XPO as of Q3 2026.

Based on Perpetual Ltd's 13F filing for Q3 2026, filed 13 Oct 2026.