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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
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 $5.72T AUM 30.48% 1-Year Est. Return
MP
MFN Partners Boston, Massachusetts $4.77B AUM 72.29% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

Summit Trail Advisors's XPO Position: Q1 2026 in Review

Summit Trail Advisors reduced its XPO (XPO) stake by 41% in Q1 2026, selling an estimated $595K and leaving 4,784 shares worth $931K. The position accounts for 0.01% of the portfolio, ranked #964.

Summit Trail Advisors first reported a position in XPO in Q4 2017 and has held it in 5 quarters since. The position peaked at $1.1M in Q4 2025. 669 funds tracked by Wall St. Rank hold XPO as of Q1 2026.

  • Summit Trail Advisors held 4,784 shares of XPO worth $931K as of Q1 2026.
  • Summit Trail Advisors sold 3,322 XPO shares in Q1 2026, an estimated $595K.
  • XPO made up 0.01% of Summit Trail Advisors's portfolio in Q1 2026, its #964 holding.
  • Summit Trail Advisors first reported a position in XPO in Q4 2017 and has held it in 5 quarters since.
  • Summit Trail Advisors's XPO position peaked at $1.1M in Q4 2025.
  • 669 funds tracked by Wall St. Rank held XPO as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.