True Wealth Design’s XPO XPO Stock Holding History

True Wealth Design’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	$4.93K	Buy	24 +10	+71%	+$2.12K	﹤0.01%	1337
2026 Q1	$2.72K	Buy	14 +3	+27%	+$538	﹤0.01%	1419
2025 Q4	$1.5K	Sell	11 -1	-8%	-$136	﹤0.01%	1561
2025 Q3	$1.55K	Buy	12 +1	+9%	+$130	﹤0.01%	1574
2025 Q2	$1.39K	Buy	11 +3	+38%	+$337	﹤0.01%	1331
2025 Q1	$861	Buy	8 +2	+33%	+$254	﹤0.01%	1324
2024 Q4	$787	Hold	6	–	–	﹤0.01%	997
2024 Q3	$646	Hold	6	–	–	﹤0.01%	1054
2024 Q2	$637	Buy	+6	New	+$673	﹤0.01%	616

Other funds holding XPO

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

GHAM

Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

OLA

Oliver Luxxe Assets Gladstone, New Jersey $680M AUM 47.51% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

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

True Wealth Design increased its XPO (XPO) stake by 71% in Q2 2026, buying an estimated $2.12K and bringing the position to 24 shares worth $4.93K. The position accounts for ﹤0.01% of the portfolio, ranked #1337.

True Wealth Design first reported a position in XPO in Q2 2024 and has held it in 9 quarters since. 107 funds tracked by Wall St. Rank hold XPO as of Q2 2026.

True Wealth Design held 24 shares of XPO worth $4.93K as of Q2 2026.
True Wealth Design bought 10 XPO shares in Q2 2026, an estimated $2.12K.
XPO made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1337 holding.
True Wealth Design first reported a position in XPO in Q2 2024 and has held it in 9 quarters since.
107 funds tracked by Wall St. Rank held XPO as of Q2 2026.

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