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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
2026
Q2 		$649K Sell
3,163
-15
-0.5% -$3.17K 0.02% 323
2026
Q1 		$618K Sell
3,178
-705
-18% -$126K 0.02% 313
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
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

SageView Advisory Group's XPO Position: Q2 2026 in Review

SageView Advisory Group reduced its XPO (XPO) stake by 0.47% in Q2 2026, selling an estimated $3.17K and leaving 3,163 shares worth $649K. The position accounts for 0.02% of the portfolio, ranked #323.

SageView Advisory Group first reported a position in XPO in Q4 2023 and has held it in 11 quarters since. 751 funds tracked by Wall St. Rank hold XPO as of Q2 2026.

  • SageView Advisory Group held 3,163 shares of XPO worth $649K as of Q2 2026.
  • SageView Advisory Group sold 15 XPO shares in Q2 2026, an estimated $3.17K.
  • XPO made up 0.02% of SageView Advisory Group's portfolio in Q2 2026, its #323 holding.
  • SageView Advisory Group first reported a position in XPO in Q4 2023 and has held it in 11 quarters since.
  • 751 funds tracked by Wall St. Rank held XPO as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.