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TritonPoint Wealth’s XPO XPO Stock Holding History

TritonPoint 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 		$18.5M Sell
95,172
-2,332
-2% -$418K 1.98% 8
2025
Q4 		$13.3M Sell
97,504
-1,041
-1% -$142K 1.34% 16
2025
Q3 		$12.7M Buy
98,545
+358
+0.4% +$46.5K 1.09% 18
2025
Q2 		$12.4M Sell
98,187
-25,614
-21% -$2.87M 1.15% 19
2025
Q1 		$13.3M Sell
123,801
-1,655
-1% -$210K 1.27% 16
2024
Q4 		$16.5M Sell
125,456
-3,848
-3% -$520K 1.49% 12
2024
Q3 		$14.4M Sell
129,304
-2,349
-2% -$263K 1.32% 17
2024
Q2 		$14M Sell
131,653
-4,632
-3% -$519K 1.35% 13
2024
Q1 		$12M Sell
136,285
-9,669
-7% -$1.04M 1.25% 17
2023
Q4 		$12.8M Buy
+145,954
New +$11.9M 1.25% 17

Other funds holding XPO

BlackRock
BlackRock New York $5.7T 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 $653B AUM 32.41% 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