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Twin Peaks Wealth Advisors’s XPO XPO Stock Holding History

Twin Peaks Wealth Advisors’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 		– Sell
-142
Closed -$27.6K – 2267
2026
Q1 		$27.6K Buy
+142
New +$25.5K 0.01% 598
2025
Q3 		– Sell
-92
Closed -$11.6K – 2191
2025
Q2 		$11.6K Buy
+92
New +$10.3K ﹤0.01% 858

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 $3.37T AUM 44.26% 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

Twin Peaks Wealth Advisors's XPO Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of XPO (XPO) in Q2 2026, closing a stake of 142 shares — an estimated $27.6K sold.

Twin Peaks Wealth Advisors first reported a position in XPO in Q2 2025 and held it in 2 quarters. The position peaked at $27.6K in Q1 2026. 751 funds tracked by Wall St. Rank hold XPO as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining XPO position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 142 XPO shares in Q2 2026, an estimated $27.6K.
  • Twin Peaks Wealth Advisors first reported a position in XPO in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's XPO position peaked at $27.6K in Q1 2026.
  • 751 funds tracked by Wall St. Rank held XPO as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.