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Retirement Wealth Solutions’s XPO XPO Stock Holding History

Retirement Wealth Solutions’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 		$8.62K Sell
42
-1
-2% -$212 ﹤0.01% 248
2026
Q1 		$8.37K Hold
43
– – 0.01% 228
2025
Q4 		$5.84K Buy
43
+3
+8% +$409 ﹤0.01% 290
2025
Q3 		$5.17K Buy
40
+11
+38% +$1.43K ﹤0.01% 300
2025
Q2 		$3.66K Hold
29
– – ﹤0.01% 335
2025
Q1 		$3.12K Hold
29
– – ﹤0.01% 341
2024
Q4 		$3.89K Buy
+29
New +$3.92K ﹤0.01% 317

Other funds holding XPO

DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
GHAM
Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return
OLA
Oliver Luxxe Assets Gladstone, New Jersey $680M AUM 47.51% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Retirement Wealth Solutions's XPO Position: Q2 2026 in Review

Retirement Wealth Solutions reduced its XPO (XPO) stake by 2.3% in Q2 2026, selling an estimated $212 and leaving 42 shares worth $8.62K. The position accounts for ﹤0.01% of the portfolio, ranked #248.

Retirement Wealth Solutions first reported a position in XPO in Q4 2024 and has held it in 7 quarters since. 80 funds tracked by Wall St. Rank hold XPO as of Q2 2026.

  • Retirement Wealth Solutions held 42 shares of XPO worth $8.62K as of Q2 2026.
  • Retirement Wealth Solutions sold 1 XPO share in Q2 2026, an estimated $212.
  • XPO made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q2 2026, its #248 holding.
  • Retirement Wealth Solutions first reported a position in XPO in Q4 2024 and has held it in 7 quarters since.
  • 80 funds tracked by Wall St. Rank held XPO as of Q2 2026.

Based on Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.