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Summit Trail Advisors’s XPO XPO Stock Holding History

Summit Trail Advisors’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 		$1.81M Buy
8,819
+4,035
+84% +$854K 0.02% 671
2026
Q1 		$931K Sell
4,784
-3,322
-41% -$595K 0.01% 964
2025
Q4 		$1.1M Buy
8,106
+1,508
+23% +$205K 0.02% 764
2025
Q3 		$853K Buy
6,598
+3,332
+102% +$432K 0.01% 910
2025
Q2 		$412K Buy
+3,266
New +$366K 0.01% 801
2018
Q1 		– Sell
-2,417
Closed -$81K – 1689
2017
Q4 		$81K Buy
+2,417
New +$61.8K 0.01% 687

Other funds holding XPO

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 Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Summit Trail Advisors's XPO Position: Q2 2026 in Review

Summit Trail Advisors increased its XPO (XPO) stake by 84% in Q2 2026, buying an estimated $854K and bringing the position to 8,819 shares worth $1.81M. The position accounts for 0.02% of the portfolio, ranked #671.

Summit Trail Advisors first reported a position in XPO in Q4 2017 and has held it in 6 quarters since. 750 funds tracked by Wall St. Rank hold XPO as of Q2 2026.

  • Summit Trail Advisors held 8,819 shares of XPO worth $1.81M as of Q2 2026.
  • Summit Trail Advisors bought 4,035 XPO shares in Q2 2026, an estimated $854K.
  • XPO made up 0.02% of Summit Trail Advisors's portfolio in Q2 2026, its #671 holding.
  • Summit Trail Advisors first reported a position in XPO in Q4 2017 and has held it in 6 quarters since.
  • 750 funds tracked by Wall St. Rank held XPO as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.