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Pinnacle Wealth Planning Services’s XPO XPO Stock Holding History

Pinnacle Wealth Planning Services’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
Q1 		$16.3K Buy
84
+30
+56% +$5.38K ﹤0.01% 1795
2025
Q4 		$7.34K Buy
+54
New +$7.36K ﹤0.01% 2137
2021
Q1 		– Sell
-150
Closed -$6K – 1998
2020
Q4 		$6K Buy
+150
New +$5.43K ﹤0.01% 1618

Other funds holding XPO

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

Pinnacle Wealth Planning Services's XPO Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its XPO (XPO) stake by 56% in Q1 2026, buying an estimated $5.38K and bringing the position to 84 shares worth $16.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1795.

Pinnacle Wealth Planning Services first reported a position in XPO in Q4 2020 and has held it in 3 quarters since. 669 funds tracked by Wall St. Rank hold XPO as of Q1 2026.

  • Pinnacle Wealth Planning Services held 84 shares of XPO worth $16.3K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 30 XPO shares in Q1 2026, an estimated $5.38K.
  • XPO made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1795 holding.
  • Pinnacle Wealth Planning Services first reported a position in XPO in Q4 2020 and has held it in 3 quarters since.
  • 669 funds tracked by Wall St. Rank held XPO as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.