Strategic Wealth Partners’s XPO XPO Stock Holding History

Strategic Wealth Partners’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	$7.6K	Sell	37 -20	-35%	-$4.23K	﹤0.01%	977
2026 Q1	$11.1K	Sell	57 -702	-92%	-$126K	﹤0.01%	867
2025 Q4	$103K	Hold	759	–	–	0.01%	400
2025 Q3	$98.1K	Hold	759	–	–	0.01%	438
2025 Q2	$95.9K	Buy	+759	New	+$85.1K	0.01%	401
2019 Q2	–	Sell	-289	Closed	-$6K	–	835
2019 Q1	$6K	Buy	+289	New	+$5.55K	﹤0.01%	617

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

Strategic Wealth Partners's XPO Position: Q2 2026 in Review

Strategic Wealth Partners reduced its XPO (XPO) stake by 35% in Q2 2026, selling an estimated $4.23K and leaving 37 shares worth $7.6K. The position accounts for ﹤0.01% of the portfolio, ranked #977.

Strategic Wealth Partners first reported a position in XPO in Q1 2019 and has held it in 6 quarters since. The position peaked at $103K in Q4 2025. 746 funds tracked by Wall St. Rank hold XPO as of Q2 2026.

Strategic Wealth Partners held 37 shares of XPO worth $7.6K as of Q2 2026.
Strategic Wealth Partners sold 20 XPO shares in Q2 2026, an estimated $4.23K.
XPO made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #977 holding.
Strategic Wealth Partners first reported a position in XPO in Q1 2019 and has held it in 6 quarters since.
Strategic Wealth Partners's XPO position peaked at $103K in Q4 2025.
746 funds tracked by Wall St. Rank held XPO as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.