Ritholtz Wealth Management
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Ritholtz Wealth Management’s XPO XPO Stock Holding History

Ritholtz Wealth Management’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
Q3 		$262K Buy
1,491
+132
+10% +$25.9K ﹤0.01% 1172
2026
Q2 		$279K Buy
1,359
+1
+0.1% +$212 ﹤0.01% 1086
2026
Q1 		$264K Buy
+1,358
New +$243K ﹤0.01% 1031
2025
Q3 		– Sell
-2,061
Closed -$260K – 1125
2025
Q2 		$260K Buy
+2,061
New +$231K 0.01% 843

Other funds holding XPO

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
MP
MFN Partners Boston, Massachusetts $4.81B AUM 16.14% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 20.64% 1-Year Est. Return

Ritholtz Wealth Management's XPO Position: Q3 2026 in Review

Ritholtz Wealth Management increased its XPO (XPO) stake by 9.7% in Q3 2026, buying an estimated $25.9K and bringing the position to 1,491 shares worth $262K. The position accounts for ﹤0.01% of the portfolio, ranked #1172.

Ritholtz Wealth Management first reported a position in XPO in Q2 2025 and has held it in 4 quarters since. The position peaked at $279K in Q2 2026. 602 funds tracked by Wall St. Rank hold XPO as of Q3 2026.

  • Ritholtz Wealth Management held 1,491 shares of XPO worth $262K as of Q3 2026.
  • Ritholtz Wealth Management bought 132 XPO shares in Q3 2026, an estimated $25.9K.
  • XPO made up ﹤0.01% of Ritholtz Wealth Management's portfolio in Q3 2026, its #1172 holding.
  • Ritholtz Wealth Management first reported a position in XPO in Q2 2025 and has held it in 4 quarters since.
  • Ritholtz Wealth Management's XPO position peaked at $279K in Q2 2026.
  • 602 funds tracked by Wall St. Rank held XPO as of Q3 2026.

Based on Ritholtz Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.