Steward Partners Investment Advisory’s XPO XPO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$6.69M Buy
32,576
+12,242
+60% +$2.59M 0.03% 466
2026
Q1
$3.96M Buy
20,334
+18,883
+1,301% +$3.38M 0.02% 591
2025
Q4
$197K Buy
1,451
+320
+28% +$43.6K ﹤0.01% 1942
2025
Q3
$146K Buy
1,131
+195
+21% +$25.3K ﹤0.01% 2026
2025
Q2
$118K Sell
936
-124
-12% -$13.9K ﹤0.01% 2012
2025
Q1
$114K Buy
1,060
+221
+26% +$28.1K ﹤0.01% 1942
2024
Q4
$110K Buy
839
+118
+16% +$15.9K ﹤0.01% 1927
2024
Q3
$77.5K Hold
721
﹤0.01% 2013
2024
Q2
$76.5K Buy
721
+100
+16% +$11.2K ﹤0.01% 1904
2024
Q1
$75.8K Sell
621
-129
-17% -$13.8K ﹤0.01% 1892
2023
Q4
$65.7K Sell
750
-100
-12% -$8.15K ﹤0.01% 1860
2023
Q3
$63.5K Hold
850
﹤0.01% 1796
2023
Q2
$50.1K Sell
850
-497
-37% -$22.5K ﹤0.01% 1889
2023
Q1
$43K Sell
1,347
-1,056
-44% -$38K ﹤0.01% 1923
2022
Q4
$80K Sell
2,403
-9,634
-80% -$325K ﹤0.01% 1637
2022
Q3
$318K Hold
12,037
0.01% 1014
2022
Q2
$344K Buy
12,037
+347
+3% +$11K 0.01% 981
2022
Q1
$506K Sell
11,690
-1,286
-10% -$53.8K 0.01% 921
2021
Q4
$597K Buy
12,976
+833
+7% +$38.7K 0.01% 885
2021
Q3
$574K Sell
12,143
-8,450
-41% -$424K 0.01% 861
2021
Q2
$996K Sell
20,593
-5,378
-21% -$263K 0.02% 670
2021
Q1
$1.11M Buy
25,971
+839
+3% +$34.8K 0.02% 613
2020
Q4
$1.04M Buy
25,132
+983
+4% +$35.6K 0.02% 550
2020
Q3
$707K Sell
24,149
-1,619
-6% -$46.6K 0.02% 579
2020
Q2
$688K Buy
25,768
+24,432
+1,829% +$585K 0.02% 551
2020
Q1
$22K Buy
1,336
+382
+40% +$10.2K ﹤0.01% 1582
2019
Q4
$26K Sell
954
-2,779
-74% -$76.4K ﹤0.01% 1695
2019
Q3
$92K Hold
3,733
﹤0.01% 1119
2019
Q2
$74K Buy
+3,733
New +$76K ﹤0.01% 1185
2018
Q4
Sell
-2,683
Closed -$106K 2195
2018
Q3
$106K Buy
2,683
+286
+12% +$10.4K 0.01% 915
2018
Q2
$83K Buy
2,397
+1,885
+368% +$68.4K 0.01% 912
2018
Q1
$18K Sell
512
-11
-2% -$367 ﹤0.01% 1385
2017
Q4
$16K Buy
523
+436
+501% +$11.1K ﹤0.01% 1211
2017
Q3
$2K Hold
87
﹤0.01% 1533
2017
Q2
$1K Buy
+87
New +$1.63K ﹤0.01% 1560

Other funds holding XPO

Steward Partners Investment Advisory's XPO Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its XPO (XPO) stake by 60% in Q2 2026, buying an estimated $2.59M and bringing the position to 32,576 shares worth $6.69M. The position accounts for 0.03% of the portfolio, ranked #466.

Steward Partners Investment Advisory first reported a position in XPO in Q2 2017 and has held it in 35 quarters since. 747 funds tracked by Wall St. Rank hold XPO as of Q2 2026.

  • Steward Partners Investment Advisory held 32,576 shares of XPO worth $6.69M as of Q2 2026.
  • Steward Partners Investment Advisory bought 12,242 XPO shares in Q2 2026, an estimated $2.59M.
  • XPO made up 0.03% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #466 holding.
  • Steward Partners Investment Advisory first reported a position in XPO in Q2 2017 and has held it in 35 quarters since.
  • 747 funds tracked by Wall St. Rank held XPO as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.