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Sargent Investment Group’s XPO XPO Stock Holding History

Sargent Investment 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 		$2.98M Sell
14,509
-2,445
-14% -$517K 0.36% 62
2026
Q1 		$3.3M Sell
16,954
-506
-3% -$90.7K 0.43% 51
2025
Q4 		$2.37M Sell
17,460
-2,172
-11% -$296K 0.3% 64
2025
Q3 		$2.54M Buy
19,632
+671
+4% +$87.1K 0.36% 60
2025
Q2 		$2.33M Buy
18,961
+2,512
+15% +$282K 0.32% 61
2025
Q1 		$1.77M Buy
16,449
+1,407
+9% +$179K 0.28% 65
2024
Q4 		$2.04M Buy
15,042
+2,470
+20% +$334K 0.33% 60
2024
Q3 		$1.35M Buy
12,572
+3,027
+32% +$339K 0.24% 72
2024
Q2 		$1.01M Sell
9,545
-139
-1% -$15.6K 0.21% 80
2024
Q1 		$1.18M Sell
9,684
-992
-9% -$106K 0.26% 73
2023
Q4 		$935K Sell
10,676
-205
-2% -$16.7K 0.2% 90
2023
Q3 		$812K Sell
10,881
-2,330
-18% -$161K 0.2% 92
2023
Q2 		$779K Buy
13,211
+1,415
+12% +$64.1K 0.19% 96
2023
Q1 		$369K Buy
11,796
+3,978
+51% +$143K 0.1% 131
2022
Q4 		$260K Sell
7,818
-139
-2% -$4.68K 0.08% 156
2022
Q3 		$237K Buy
+7,957
New +$248K 0.07% 153

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

Sargent Investment Group's XPO Position: Q2 2026 in Review

Sargent Investment Group reduced its XPO (XPO) stake by 14% in Q2 2026, selling an estimated $517K and leaving 14,509 shares worth $2.98M. The position accounts for 0.36% of the portfolio, ranked #62.

Sargent Investment Group first reported a position in XPO in Q3 2022 and has held it in 16 quarters since. The position peaked at $3.3M in Q1 2026. 751 funds tracked by Wall St. Rank hold XPO as of Q2 2026.

  • Sargent Investment Group held 14,509 shares of XPO worth $2.98M as of Q2 2026.
  • Sargent Investment Group sold 2,445 XPO shares in Q2 2026, an estimated $517K.
  • XPO made up 0.36% of Sargent Investment Group's portfolio in Q2 2026, its #62 holding.
  • Sargent Investment Group first reported a position in XPO in Q3 2022 and has held it in 16 quarters since.
  • Sargent Investment Group's XPO position peaked at $3.3M in Q1 2026.
  • 751 funds tracked by Wall St. Rank held XPO as of Q2 2026.

Based on Sargent Investment Group's 13F filing for Q2 2026, filed 11 Aug 2026.