SageView Advisory Group’s XPO XPO Stock Holding History

SageView Advisory Group’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
2025 Q4	$528K	Sell	3,883 -379	-9%	-$51.6K	0.02%	351
2025 Q3	$551K	Sell	4,262 -278	-6%	-$36.1K	0.02%	367
2025 Q2	$616K	Sell	4,540 -29	-0.6%	-$3.25K	0.02%	329
2025 Q1	$492K	Sell	4,569 -57	-1%	-$7.24K	0.02%	350
2024 Q4	$607K	Buy	4,626 +96	+2%	+$13K	0.03%	309
2024 Q3	$487K	Sell	4,530 -346	-7%	-$38.7K	0.02%	302
2024 Q2	$518K	Sell	4,876 -3,310	-40%	-$371K	0.02%	333
2024 Q1	$462K	Buy	8,186 +4,362	+114%	+$467K	0.02%	341
2023 Q4	$329K	Buy	+3,824	New	+$312K	0.01%	479

Other funds holding XPO

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

DCP

Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

OAG

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

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

SageView Advisory Group's XPO Position: Q4 2025 in Review

SageView Advisory Group reduced its XPO (XPO) stake by 8.9% in Q4 2025, selling an estimated $51.6K and leaving 3,883 shares worth $528K. The position accounts for 0.02% of the portfolio, ranked #351.

SageView Advisory Group first reported a position in XPO in Q4 2023 and has held it in 9 quarters since. The position peaked at $616K in Q2 2025. 586 funds tracked by Wall St. Rank hold XPO as of Q4 2025.

SageView Advisory Group held 3,883 shares of XPO worth $528K as of Q4 2025.
SageView Advisory Group sold 379 XPO shares in Q4 2025, an estimated $51.6K.
XPO made up 0.02% of SageView Advisory Group's portfolio in Q4 2025, its #351 holding.
SageView Advisory Group first reported a position in XPO in Q4 2023 and has held it in 9 quarters since.
SageView Advisory Group's XPO position peaked at $616K in Q2 2025.
586 funds tracked by Wall St. Rank held XPO as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.