Sigma Investment Counselors’s XPO XPO Stock Holding History

Sigma Investment Counselors’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	$929K	Sell	4,524 -1,735	-28%	-$367K	0.05%	112
2026 Q1	$1.22M	Hold	6,259	–	–	0.06%	103
2025 Q4	$851K	Hold	6,259	–	–	0.04%	115
2025 Q3	$809K	Hold	6,259	–	–	0.04%	115
2025 Q2	$790K	Hold	6,259	–	–	0.04%	112
2025 Q1	$673K	Hold	6,259	–	–	0.04%	114
2024 Q4	$821K	Hold	6,259	–	–	0.05%	114
2024 Q3	$673K	Sell	6,259 -7,000	-53%	-$783K	0.04%	114
2024 Q2	$1.41M	Hold	13,259	–	–	0.09%	93
2024 Q1	$1.62M	Hold	13,259	–	–	0.1%	92
2023 Q4	$1.16M	Hold	13,259	–	–	0.08%	98
2023 Q3	$990K	Hold	13,259	–	–	0.07%	98
2023 Q2	$782K	Hold	13,259	–	–	0.06%	108
2023 Q1	$423K	Hold	13,259	–	–	0.03%	136
2022 Q4	$441K	Sell	13,259 -9,056	-41%	-$305K	0.04%	128
2022 Q3	$590K	Hold	22,315	–	–	0.05%	113
2022 Q2	$639K	Buy	+22,315	New	+$710K	0.05%	110
2019 Q4	–	Sell	-22,715	Closed	-$562K	–	164
2019 Q3	$562K	Hold	22,715	–	–	0.06%	96
2019 Q2	$454K	Hold	22,715	–	–	0.05%	103
2019 Q1	$422K	Hold	22,715	–	–	0.05%	103
2018 Q4	$448K	Hold	22,715	–	–	0.06%	99
2018 Q3	$897K	Sell	22,715 -6	-0%	-$218	0.11%	80
2018 Q2	$787K	Hold	22,721	–	–	0.1%	81
2018 Q1	$800K	Buy	+22,721	New	+$758K	0.11%	80

Other funds holding XPO

JAFL

Jay A. Fishman Ltd Troy, Michigan $1.26B AUM 31.39% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return

Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Sigma Investment Counselors's XPO Position: Q2 2026 in Review

Sigma Investment Counselors reduced its XPO (XPO) stake by 28% in Q2 2026, selling an estimated $367K and leaving 4,524 shares worth $929K. The position accounts for 0.05% of the portfolio, ranked #112.

Sigma Investment Counselors first reported a position in XPO in Q1 2018 and has held it in 24 quarters since. The position peaked at $1.62M in Q1 2024. 223 funds tracked by Wall St. Rank hold XPO as of Q2 2026.

Sigma Investment Counselors held 4,524 shares of XPO worth $929K as of Q2 2026.
Sigma Investment Counselors sold 1,735 XPO shares in Q2 2026, an estimated $367K.
XPO made up 0.05% of Sigma Investment Counselors's portfolio in Q2 2026, its #112 holding.
Sigma Investment Counselors first reported a position in XPO in Q1 2018 and has held it in 24 quarters since.
Sigma Investment Counselors's XPO position peaked at $1.62M in Q1 2024.
223 funds tracked by Wall St. Rank held XPO as of Q2 2026.

Based on Sigma Investment Counselors's 13F filing for Q2 2026, filed 28 Jul 2026.