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True Wealth Design’s RXO RXO Stock Holding History

True Wealth Design’s Portfolio RXO Stock Details RXO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$8.77K Buy
318
+155
+95% +$3.42K ﹤0.01% 1112
2026
Q1 		$2.38K Buy
+163
New +$2.39K ﹤0.01% 1470
2025
Q4 		– Sell
-13
Closed -$200 – 2781
2025
Q3 		$200 Buy
+13
New +$210 ﹤0.01% 2305
2025
Q2 		– Sell
-15
Closed -$287 – 2798
2025
Q1 		$287 Buy
+15
New +$328 ﹤0.01% 1796

Other funds holding RXO

OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
MP
MFN Partners Boston, Massachusetts $4.83B AUM 65.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return
FC
Finepoint Capital Boston, Massachusetts $2.8B AUM 13.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

True Wealth Design's RXO Position: Q2 2026 in Review

True Wealth Design increased its RXO (RXO) stake by 95% in Q2 2026, buying an estimated $3.42K and bringing the position to 318 shares worth $8.77K. The position accounts for ﹤0.01% of the portfolio, ranked #1112.

True Wealth Design first reported a position in RXO in Q1 2025 and has held it in 4 quarters since. 303 funds tracked by Wall St. Rank hold RXO as of Q2 2026.

  • True Wealth Design held 318 shares of RXO worth $8.77K as of Q2 2026.
  • True Wealth Design bought 155 RXO shares in Q2 2026, an estimated $3.42K.
  • RXO made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1112 holding.
  • True Wealth Design first reported a position in RXO in Q1 2025 and has held it in 4 quarters since.
  • 303 funds tracked by Wall St. Rank held RXO as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.