SW
XPEL icon

SkyOak Wealth’s XPEL XPEL Stock Holding History

SkyOak Wealth’s Portfolio XPEL Stock Details XPEL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-5,857
Closed -$292K – 277
2025
Q4 		$292K Buy
+5,857
New +$245K 0.05% 186
2025
Q1 		– Sell
-6,905
Closed -$276K – 277
2024
Q4 		$276K Sell
6,905
-326
-5% -$13.9K 0.06% 195
2024
Q3 		$314K Buy
+7,231
New +$292K 0.07% 159
2024
Q2 		– Sell
-5,496
Closed -$297K – 267
2024
Q1 		$297K Buy
+5,496
New +$288K 0.07% 191
2023
Q4 		– Sell
-3,461
Closed -$267K – 257
2023
Q3 		$267K Sell
3,461
-372
-10% -$29.9K 0.08% 185
2023
Q2 		$323K Buy
+3,833
New +$283K 0.09% 163
2022
Q1 		– Sell
-3,895
Closed -$266K – 274
2021
Q4 		$266K Buy
3,895
+417
+12% +$30.1K 0.07% 189
2021
Q3 		$264K Buy
3,478
+75
+2% +$6.17K 0.07% 194
2021
Q2 		$285K Sell
3,403
-150
-4% -$11.1K 0.08% 179
2021
Q1 		$235K Buy
+3,553
New +$191K 0.07% 200

Other funds holding XPEL

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
AFCM
Alta Fox Capital Management Fort Worth, Texas $378M AUM 59.19% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SIC
Schwartz Investment Counsel Plymouth, Michigan $2.82B AUM 13.66% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
DSCM
Divisadero Street Capital Management Miami, Florida $2.14B AUM 134.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return