Transform Wealth’s Old Dominion Freight Line ODFL Stock Holding History

Transform Wealth’s Portfolio ODFL Stock Details ODFL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$562K	Sell	3,397 -99	-3%	-$18K	0.03%	163
2024 Q4	$617K	Buy	3,496 +104	+3%	+$21.2K	0.03%	162
2024 Q3	$674K	Buy	3,392 +2	+0.1%	+$389	0.04%	128
2024 Q2	$599K	Sell	3,390 -30	-0.9%	-$5.66K	0.04%	134
2024 Q1	$750K	Buy	3,420 +4	+0.1%	+$834	0.07%	132
2023 Q4	$692K	Sell	3,416 -82	-2%	-$16.3K	0.07%	149
2023 Q3	$716K	Sell	3,498 -3,494	-50%	-$707K	0.08%	141
2023 Q2	$1.29M	Buy	6,992 +12	+0.2%	+$1.94K	0.12%	124
2023 Q1	$1.19M	Buy	6,980 +3,494	+100%	+$585K	0.11%	125
2022 Q4	$495K	Buy	+3,486	New	+$495K	0.06%	148

Other funds holding ODFL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Transform Wealth's ODFL Position: Q1 2025 in Review

Transform Wealth reduced its Old Dominion Freight Line (ODFL) stake by 2.8% in Q1 2025, selling an estimated $18K and leaving 3,397 shares worth $562K. The position accounts for 0.03% of the portfolio, ranked #163.

Transform Wealth first reported a position in ODFL in Q4 2022 and has held it in 10 quarters since. The position peaked at $1.29M in Q2 2023. 866 funds tracked by Wall St. Rank hold ODFL as of Q1 2025.

Transform Wealth held 3,397 shares of Old Dominion Freight Line worth $562K as of Q1 2025.
Transform Wealth sold 99 Old Dominion Freight Line shares in Q1 2025, an estimated $18K.
Old Dominion Freight Line made up 0.03% of Transform Wealth's portfolio in Q1 2025, its #163 holding.
Transform Wealth first reported a position in Old Dominion Freight Line in Q4 2022 and has held it in 10 quarters since.
Transform Wealth's Old Dominion Freight Line position peaked at $1.29M in Q2 2023.
866 funds tracked by Wall St. Rank held Old Dominion Freight Line as of Q1 2025.

Based on Transform Wealth's 13F filing for Q1 2025, filed 15 Apr 2025.