Rise Advisors’s RXO RXO Stock Holding History

Rise 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
2025 Q4	–	Sell	-426	Closed	-$6.55K	–	1173
2025 Q3	$6.55K	Hold	426	–	–	﹤0.01%	1120
2025 Q2	$6.7K	Hold	426	–	–	﹤0.01%	1136
2025 Q1	$8.14K	Buy	+426	New	+$9.32K	﹤0.01%	1105

Other funds holding RXO

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

MFN Partners Boston, Massachusetts $4.77B AUM 72.29% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Finepoint Capital Boston, Massachusetts $1.95B AUM 45.61% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Rise Advisors's RXO Position: Q4 2025 in Review

Rise Advisors sold out of RXO (RXO) in Q4 2025, closing a stake of 426 shares — an estimated $6.55K sold.

Rise Advisors first reported a position in RXO in Q1 2025 and held it in 3 quarters. The position peaked at $8.14K in Q1 2025. 268 funds tracked by Wall St. Rank hold RXO as of Q4 2025.

Rise Advisors reported no remaining RXO position as of Q4 2025 after selling out during the quarter.
Rise Advisors sold 426 RXO shares in Q4 2025, an estimated $6.55K.
Rise Advisors first reported a position in RXO in Q1 2025 and held it in 3 quarters.
Rise Advisors's RXO position peaked at $8.14K in Q1 2025.
268 funds tracked by Wall St. Rank held RXO as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.