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Secure Asset Management’s XPO XPO Stock Holding History

Secure Asset 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 		$238K Sell
1,160
-168
-13% -$35.5K 0.03% 290
2026
Q1 		$258K Sell
1,328
-160
-11% -$28.7K 0.04% 267
2025
Q4 		$202K Buy
+1,488
New +$203K 0.03% 327
2023
Q1 		– Sell
-11,501
Closed -$383K – 210
2022
Q4 		$383K Buy
+11,501
New +$387K 0.14% 130

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

Secure Asset Management's XPO Position: Q2 2026 in Review

Secure Asset Management reduced its XPO (XPO) stake by 13% in Q2 2026, selling an estimated $35.5K and leaving 1,160 shares worth $238K. The position accounts for 0.03% of the portfolio, ranked #290.

Secure Asset Management first reported a position in XPO in Q4 2022 and has held it in 4 quarters since. The position peaked at $383K in Q4 2022. 747 funds tracked by Wall St. Rank hold XPO as of Q2 2026.

  • Secure Asset Management held 1,160 shares of XPO worth $238K as of Q2 2026.
  • Secure Asset Management sold 168 XPO shares in Q2 2026, an estimated $35.5K.
  • XPO made up 0.03% of Secure Asset Management's portfolio in Q2 2026, its #290 holding.
  • Secure Asset Management first reported a position in XPO in Q4 2022 and has held it in 4 quarters since.
  • Secure Asset Management's XPO position peaked at $383K in Q4 2022.
  • 747 funds tracked by Wall St. Rank held XPO as of Q2 2026.

Based on Secure Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.