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Tred Avon Family Wealth’s XPO XPO Stock Holding History

Tred Avon Family Wealth’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 		$490K Sell
2,385
-750
-24% -$159K 0.15% 175
2026
Q1 		$610K Sell
3,135
-760
-20% -$136K 0.2% 150
2025
Q4 		$529K Buy
3,895
+430
+12% +$58.6K 0.17% 153
2025
Q3 		$448K Buy
+3,465
New +$450K 0.15% 158

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 $3.38T AUM 44.17% 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

Tred Avon Family Wealth's XPO Position: Q2 2026 in Review

Tred Avon Family Wealth reduced its XPO (XPO) stake by 24% in Q2 2026, selling an estimated $159K and leaving 2,385 shares worth $490K. The position accounts for 0.15% of the portfolio, ranked #175.

Tred Avon Family Wealth first reported a position in XPO in Q3 2025 and has held it in 4 quarters since. The position peaked at $610K in Q1 2026. 752 funds tracked by Wall St. Rank hold XPO as of Q2 2026.

  • Tred Avon Family Wealth held 2,385 shares of XPO worth $490K as of Q2 2026.
  • Tred Avon Family Wealth sold 750 XPO shares in Q2 2026, an estimated $159K.
  • XPO made up 0.15% of Tred Avon Family Wealth's portfolio in Q2 2026, its #175 holding.
  • Tred Avon Family Wealth first reported a position in XPO in Q3 2025 and has held it in 4 quarters since.
  • Tred Avon Family Wealth's XPO position peaked at $610K in Q1 2026.
  • 752 funds tracked by Wall St. Rank held XPO as of Q2 2026.

Based on Tred Avon Family Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.