Rothschild Investment LLC’s XPO XPO Stock Holding History

Rothschild Investment LLC’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	$7.6K	Sell	37 -3	-8%	-$635	﹤0.01%	2047
2026 Q1	$7.78K	Buy	40 +7	+21%	+$1.25K	﹤0.01%	1824
2025 Q4	$4.49K	Buy	33 +10	+43%	+$1.36K	﹤0.01%	1952
2025 Q3	$2.97K	Hold	23	–	–	﹤0.01%	1984
2025 Q2	$2.9K	Buy	23 +2	+10%	+$224	﹤0.01%	1809
2025 Q1	$2.26K	Hold	21	–	–	﹤0.01%	1819
2024 Q4	$2.75K	Hold	21	–	–	﹤0.01%	1619
2024 Q3	$2.26K	Hold	21	–	–	﹤0.01%	1657
2024 Q2	$2.23K	Buy	21 +6	+40%	+$673	﹤0.01%	1360
2024 Q1	$1.83K	Hold	15	–	–	﹤0.01%	1222
2023 Q4	$1.31K	Buy	+15	New	+$1.22K	﹤0.01%	1176

Other funds holding XPO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

JAFL

Jay A. Fishman Ltd Troy, Michigan $1.26B AUM 31.39% 1-Year Est. Return

RHJA

Rice Hall James & Associates San Diego, California $2.05B AUM 43.16% 1-Year Est. Return

DLA

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Rothschild Investment LLC's XPO Position: Q2 2026 in Review

Rothschild Investment LLC reduced its XPO (XPO) stake by 7.5% in Q2 2026, selling an estimated $635 and leaving 37 shares worth $7.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2047.

Rothschild Investment LLC first reported a position in XPO in Q4 2023 and has held it in 11 quarters since. The position peaked at $7.78K in Q1 2026. 353 funds tracked by Wall St. Rank hold XPO as of Q2 2026.

Rothschild Investment LLC held 37 shares of XPO worth $7.6K as of Q2 2026.
Rothschild Investment LLC sold 3 XPO shares in Q2 2026, an estimated $635.
XPO made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #2047 holding.
Rothschild Investment LLC first reported a position in XPO in Q4 2023 and has held it in 11 quarters since.
Rothschild Investment LLC's XPO position peaked at $7.78K in Q1 2026.
353 funds tracked by Wall St. Rank held XPO as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.