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Sequoia Financial Advisors’s XPO XPO Stock Holding History

Sequoia Financial Advisors’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 		$675K Sell
3,289
-138
-4% -$29.2K ﹤0.01% 1138
2026
Q1 		$667K Sell
3,427
-165
-5% -$29.6K ﹤0.01% 1097
2025
Q4 		$488K Buy
3,592
+2,033
+130% +$277K ﹤0.01% 1291
2025
Q3 		$202K Buy
+1,559
New +$202K ﹤0.01% 1627

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

Sequoia Financial Advisors's XPO Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its XPO (XPO) stake by 4% in Q2 2026, selling an estimated $29.2K and leaving 3,289 shares worth $675K. The position accounts for ﹤0.01% of the portfolio, ranked #1138.

Sequoia Financial Advisors first reported a position in XPO in Q3 2025 and has held it in 4 quarters since. 747 funds tracked by Wall St. Rank hold XPO as of Q2 2026.

  • Sequoia Financial Advisors held 3,289 shares of XPO worth $675K as of Q2 2026.
  • Sequoia Financial Advisors sold 138 XPO shares in Q2 2026, an estimated $29.2K.
  • XPO made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1138 holding.
  • Sequoia Financial Advisors first reported a position in XPO in Q3 2025 and has held it in 4 quarters since.
  • 747 funds tracked by Wall St. Rank held XPO as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.