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Sowell Financial Services’s XPO XPO Stock Holding History

Sowell Financial Services’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
2025
Q3 		– Sell
-2,355
Closed -$297K – 1140
2025
Q2 		$297K Buy
2,355
+63
+3% +$7.07K 0.01% 791
2025
Q1 		$247K Buy
+2,292
New +$291K 0.01% 851
2021
Q2 		– Sell
-2,247
Closed -$112K – 2785
2021
Q1 		$112K Sell
2,247
-1,763
-44% -$73.1K ﹤0.01% 1325
2020
Q4 		$165K Sell
4,010
-926
-19% -$33.6K 0.01% 929
2020
Q3 		$145K Buy
4,936
+4,569
+1,245% +$131K 0.01% 846
2020
Q2 		$10K Sell
367
-12,176
-97% -$292K ﹤0.01% 1711
2020
Q1 		$211K Buy
+12,543
New +$335K 0.02% 635
2019
Q4 		– Sell
-61
Closed -$2K – 2674
2019
Q3 		$2K Buy
+61
New +$1.41K ﹤0.01% 2148

Other funds holding XPO

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
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 World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Sowell Financial Services's XPO Position: Q3 2025 in Review

Sowell Financial Services sold out of XPO (XPO) in Q3 2025, closing a stake of 2,355 shares — an estimated $297K sold.

Sowell Financial Services first reported a position in XPO in Q3 2019 and held it in 8 quarters. The position peaked at $297K in Q2 2025. 544 funds tracked by Wall St. Rank hold XPO as of Q3 2025.

  • Sowell Financial Services reported no remaining XPO position as of Q3 2025 after selling out during the quarter.
  • Sowell Financial Services sold 2,355 XPO shares in Q3 2025, an estimated $297K.
  • Sowell Financial Services first reported a position in XPO in Q3 2019 and held it in 8 quarters.
  • Sowell Financial Services's XPO position peaked at $297K in Q2 2025.
  • 544 funds tracked by Wall St. Rank held XPO as of Q3 2025.

Based on Sowell Financial Services's 13F filing for Q3 2025, filed 17 Oct 2025.