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Portus Wealth Advisors’s RXO RXO Stock Holding History

Portus Wealth Advisors’s Portfolio RXO Stock Details RXO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-20
Closed -$292 – 430
2026
Q1 		$292 Buy
+20
New +$294 ﹤0.01% 526

Other funds holding RXO

OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
MP
MFN Partners Boston, Massachusetts $4.83B AUM 65.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return
FC
Finepoint Capital Boston, Massachusetts $2.8B AUM 13.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Portus Wealth Advisors's RXO Position: Q2 2026 in Review

Portus Wealth Advisors sold out of RXO (RXO) in Q2 2026, closing a stake of 20 shares — an estimated $292 sold.

Portus Wealth Advisors first reported a position in RXO in Q1 2026 and held it in 1 quarter. The position peaked at $292 in Q1 2026. 303 funds tracked by Wall St. Rank hold RXO as of Q2 2026.

  • Portus Wealth Advisors reported no remaining RXO position as of Q2 2026 after selling out during the quarter.
  • Portus Wealth Advisors sold 20 RXO shares in Q2 2026, an estimated $292.
  • Portus Wealth Advisors first reported a position in RXO in Q1 2026 and held it in 1 quarter.
  • Portus Wealth Advisors's RXO position peaked at $292 in Q1 2026.
  • 303 funds tracked by Wall St. Rank held RXO as of Q2 2026.

Based on Portus Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.