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RMG Wealth Management’s XPO XPO Stock Holding History

RMG 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
Q2 		$20.9K Sell
100
-21
-17% -$4.44K ﹤0.01% 225
2026
Q1 		$24.4K Sell
121
-79
-40% -$14.2K ﹤0.01% 214
2025
Q4 		$30.1K Hold
200
– – ﹤0.01% 180
2025
Q3 		$27.1K Hold
200
– – ﹤0.01% 174
2025
Q2 		$26K Buy
+200
New +$22.4K ﹤0.01% 178

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

RMG Wealth Management's XPO Position: Q2 2026 in Review

RMG Wealth Management reduced its XPO (XPO) stake by 17% in Q2 2026, selling an estimated $4.44K and leaving 100 shares worth $20.9K. The position accounts for ﹤0.01% of the portfolio, ranked #225.

RMG Wealth Management first reported a position in XPO in Q2 2025 and has held it in 5 quarters since. The position peaked at $30.1K in Q4 2025. 746 funds tracked by Wall St. Rank hold XPO as of Q2 2026.

  • RMG Wealth Management held 100 shares of XPO worth $20.9K as of Q2 2026.
  • RMG Wealth Management sold 21 XPO shares in Q2 2026, an estimated $4.44K.
  • XPO made up ﹤0.01% of RMG Wealth Management's portfolio in Q2 2026, its #225 holding.
  • RMG Wealth Management first reported a position in XPO in Q2 2025 and has held it in 5 quarters since.
  • RMG Wealth Management's XPO position peaked at $30.1K in Q4 2025.
  • 746 funds tracked by Wall St. Rank held XPO as of Q2 2026.

Based on RMG Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.