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Private Wealth Management Group’s XPO XPO Stock Holding History

Private Wealth Management Group’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 		$420K Buy
2,047
+1,991
+3,555% +$421K 0.1% 71
2026
Q1 		$10.9K Hold
56
– – ﹤0.01% 497
2025
Q4 		$7.61K Sell
56
-1
-2% -$136 ﹤0.01% 605
2025
Q3 		$7.37K Hold
57
– – ﹤0.01% 634
2025
Q2 		$7.2K Buy
57
+29
+104% +$3.25K ﹤0.01% 611
2025
Q1 		$3.01K Sell
28
-12
-30% -$1.52K ﹤0.01% 918
2024
Q4 		$5.25K Buy
40
+12
+43% +$1.62K ﹤0.01% 723
2024
Q3 		$3.01K Hold
28
– – ﹤0.01% 919
2024
Q2 		$2.97K Hold
28
– – ﹤0.01% 913
2024
Q1 		$3.42K Hold
28
– – ﹤0.01% 767
2023
Q4 		$2.45K Buy
+28
New +$2.28K ﹤0.01% 893

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

Private Wealth Management Group's XPO Position: Q2 2026 in Review

Private Wealth Management Group increased its XPO (XPO) stake by 3,555% in Q2 2026, buying an estimated $421K and bringing the position to 2,047 shares worth $420K. The position accounts for 0.1% of the portfolio, ranked #71.

Private Wealth Management Group first reported a position in XPO in Q4 2023 and has held it in 11 quarters since. 747 funds tracked by Wall St. Rank hold XPO as of Q2 2026.

  • Private Wealth Management Group held 2,047 shares of XPO worth $420K as of Q2 2026.
  • Private Wealth Management Group bought 1,991 XPO shares in Q2 2026, an estimated $421K.
  • XPO made up 0.1% of Private Wealth Management Group's portfolio in Q2 2026, its #71 holding.
  • Private Wealth Management Group first reported a position in XPO in Q4 2023 and has held it in 11 quarters since.
  • 747 funds tracked by Wall St. Rank held XPO as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.