Physician Wealth Advisors’s XPO XPO Stock Holding History

Physician Wealth 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	$2.46K	Buy	12 +4	+50%	+$846	﹤0.01%	1413
2026 Q1	$1.56K	Buy	8 +4	+100%	+$717	﹤0.01%	1463
2025 Q4	$544	Buy	+4	New	+$545	﹤0.01%	1838

Other funds holding XPO

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Oliver Luxxe Assets Gladstone, New Jersey $680M AUM 47.51% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Physician Wealth Advisors's XPO Position: Q2 2026 in Review

Physician Wealth Advisors increased its XPO (XPO) stake by 50% in Q2 2026, buying an estimated $846 and bringing the position to 12 shares worth $2.46K. The position accounts for ﹤0.01% of the portfolio, ranked #1413.

Physician Wealth Advisors first reported a position in XPO in Q4 2025 and has held it in 3 quarters since. 107 funds tracked by Wall St. Rank hold XPO as of Q2 2026.

Physician Wealth Advisors held 12 shares of XPO worth $2.46K as of Q2 2026.
Physician Wealth Advisors bought 4 XPO shares in Q2 2026, an estimated $846.
XPO made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1413 holding.
Physician Wealth Advisors first reported a position in XPO in Q4 2025 and has held it in 3 quarters since.
107 funds tracked by Wall St. Rank held XPO as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.