SkyOak Wealth’s XPO XPO Stock Holding History

SkyOak Wealth’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	$334K	Hold	1,625	–	–	0.05%	169
2026 Q1	$316K	Hold	1,625	–	–	0.06%	171
2025 Q4	$221K	Hold	1,625	–	–	0.04%	227
2025 Q3	$210K	Hold	1,625	–	–	0.04%	232
2025 Q2	$205K	Buy	+1,625	New	+$182K	0.04%	233
2025 Q1	–	Sell	-1,625	Closed	-$213K	–	278
2024 Q4	$213K	Buy	+1,625	New	+$220K	0.05%	232
2021 Q3	–	Sell	-7,503	Closed	-$363K	–	257
2021 Q2	$363K	Buy	7,503 +2,226	+42%	+$109K	0.1%	151
2021 Q1	$249K	Hold	5,277	–	–	0.07%	191
2020 Q4	$218K	Buy	+5,277	New	+$191K	0.07%	199
2020 Q3	–	Sell	-36,301	Closed	-$970K	–	252
2020 Q2	$970K	Sell	36,301 -14,382	-28%	-$344K	0.36%	70
2020 Q1	$855K	Sell	50,683 -92,519	-65%	-$2.47M	0.44%	52
2019 Q4	$3.95M	Buy	+143,202	New	+$3.93M	1.22%	16

Other funds holding XPO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

MFN Partners Boston, Massachusetts $4.83B AUM 65.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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 Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

SkyOak Wealth's XPO Position: Q2 2026 in Review

SkyOak Wealth held its XPO (XPO) position steady in Q2 2026 at 1,625 shares worth $334K. The position accounts for 0.05% of the portfolio, ranked #169.

SkyOak Wealth first reported a position in XPO in Q4 2019 and has held it in 12 quarters since. The position peaked at $3.95M in Q4 2019. 747 funds tracked by Wall St. Rank hold XPO as of Q2 2026.

SkyOak Wealth held 1,625 shares of XPO worth $334K as of Q2 2026.
SkyOak Wealth left its XPO share count unchanged in Q2 2026.
XPO made up 0.05% of SkyOak Wealth's portfolio in Q2 2026, its #169 holding.
SkyOak Wealth first reported a position in XPO in Q4 2019 and has held it in 12 quarters since.
SkyOak Wealth's XPO position peaked at $3.95M in Q4 2019.
747 funds tracked by Wall St. Rank held XPO as of Q2 2026.

Based on SkyOak Wealth's 13F filing for Q2 2026, filed 30 Jul 2026.