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Principia Wealth Advisory’s XPO XPO Stock Holding History

Principia Wealth Advisory’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 		$2.26K Buy
11
+1
+10% +$212 ﹤0.01% 555
2026
Q1 		$1.95K Hold
10
– – ﹤0.01% 529
2025
Q4 		$1.36K Buy
10
+1
+11% +$136 ﹤0.01% 578
2025
Q3 		$1.16K Buy
9
+1
+13% +$130 ﹤0.01% 595
2025
Q2 		$1.01K Buy
8
+7
+700% +$785 ﹤0.01% 571
2025
Q1 		$106 Sell
1
-3
-75% -$381 ﹤0.01% 808
2024
Q4 		$525 Buy
+4
New +$541 ﹤0.01% 527

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

Principia Wealth Advisory's XPO Position: Q2 2026 in Review

Principia Wealth Advisory increased its XPO (XPO) stake by 10% in Q2 2026, buying an estimated $212 and bringing the position to 11 shares worth $2.26K. The position accounts for ﹤0.01% of the portfolio, ranked #555.

Principia Wealth Advisory first reported a position in XPO in Q4 2024 and has held it in 7 quarters since. 750 funds tracked by Wall St. Rank hold XPO as of Q2 2026.

  • Principia Wealth Advisory held 11 shares of XPO worth $2.26K as of Q2 2026.
  • Principia Wealth Advisory bought 1 XPO share in Q2 2026, an estimated $212.
  • XPO made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #555 holding.
  • Principia Wealth Advisory first reported a position in XPO in Q4 2024 and has held it in 7 quarters since.
  • 750 funds tracked by Wall St. Rank held XPO as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.