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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
Q2 		$12.5K Sell
61
-23
-27% -$4.87K ﹤0.01% 1981
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 $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

Pinnacle Wealth Planning Services's XPO Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its XPO (XPO) stake by 27% in Q2 2026, selling an estimated $4.87K and leaving 61 shares worth $12.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1981.

Pinnacle Wealth Planning Services first reported a position in XPO in Q4 2020 and has held it in 4 quarters since. The position peaked at $16.3K in Q1 2026. 750 funds tracked by Wall St. Rank hold XPO as of Q2 2026.

  • Pinnacle Wealth Planning Services held 61 shares of XPO worth $12.5K as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 23 XPO shares in Q2 2026, an estimated $4.87K.
  • XPO made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1981 holding.
  • Pinnacle Wealth Planning Services first reported a position in XPO in Q4 2020 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's XPO position peaked at $16.3K in Q1 2026.
  • 750 funds tracked by Wall St. Rank held XPO as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.