TAFW
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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
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 $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

Tred Avon Family Wealth's XPO Position: Q1 2026 in Review

Tred Avon Family Wealth reduced its XPO (XPO) stake by 20% in Q1 2026, selling an estimated $136K and leaving 3,135 shares worth $610K. The position accounts for 0.2% of the portfolio, ranked #150.

Tred Avon Family Wealth first reported a position in XPO in Q3 2025 and has held it in 3 quarters since. 670 funds tracked by Wall St. Rank hold XPO as of Q1 2026.

  • Tred Avon Family Wealth held 3,135 shares of XPO worth $610K as of Q1 2026.
  • Tred Avon Family Wealth sold 760 XPO shares in Q1 2026, an estimated $136K.
  • XPO made up 0.2% of Tred Avon Family Wealth's portfolio in Q1 2026, its #150 holding.
  • Tred Avon Family Wealth first reported a position in XPO in Q3 2025 and has held it in 3 quarters since.
  • 670 funds tracked by Wall St. Rank held XPO as of Q1 2026.

Based on Tred Avon Family Wealth's 13F filing for Q1 2026, filed 22 Apr 2026.