UCFA
XPO icon

United Capital Financial Advisors’s XPO XPO Stock Holding History

United Capital Financial 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 		$1.44M Sell
7,032
-648
-8% -$137K 0.01% 669
2026
Q1 		$1.49M Buy
7,680
+1,224
+19% +$219K 0.01% 636
2025
Q4 		$877K Buy
6,456
+87
+1% +$11.9K 0.01% 783
2025
Q3 		$823K Buy
6,369
+110
+2% +$14.3K 0.01% 702
2025
Q2 		$790K Sell
6,259
-67
-1% -$7.52K 0.01% 659
2025
Q1 		$681K Sell
6,326
-175
-3% -$22.2K 0.01% 662
2024
Q4 		$853K Sell
6,501
-2,637
-29% -$356K 0.01% 593
2024
Q3 		$982K Sell
9,138
-285
-3% -$31.9K 0.01% 542
2024
Q2 		$1M Sell
9,423
-6,060
-39% -$679K 0.01% 528
2024
Q1 		$1.89M Sell
15,483
-7,047
-31% -$754K 0.02% 440
2023
Q4 		$1.97M Sell
22,530
-181,755
-89% -$14.8M 0.02% 420
2023
Q3 		$15.3M Sell
204,285
-16,949
-8% -$1.17M 0.1% 178
2023
Q2 		$13.1M Sell
221,234
-15,481
-7% -$701K 0.07% 208
2023
Q1 		$7.55M Sell
236,715
-3,897
-2% -$140K 0.04% 276
2022
Q4 		$8.01M Sell
240,612
-224,670
-48% -$7.57M 0.04% 277
2022
Q3 		$12.3M Sell
465,282
-3,922
-0.8% -$122K 0.07% 213
2022
Q2 		$13.4M Buy
469,204
+52,971
+13% +$1.68M 0.07% 216
2022
Q1 		$18M Buy
416,233
+17,229
+4% +$720K 0.09% 199
2021
Q4 		$18.4M Buy
399,004
+20,790
+5% +$966K 0.08% 208
2021
Q3 		$17.9M Sell
378,214
-212,356
-36% -$10.6M 0.09% 202
2021
Q2 		$28.6M Buy
590,570
+137,827
+30% +$6.73M 0.14% 147
2021
Q1 		$19.3M Sell
452,743
-21,417
-5% -$888K 0.11% 186
2020
Q4 		$19.5M Sell
474,160
-14,876
-3% -$539K 0.12% 180
2020
Q3 		$14.3M Buy
489,036
+1,171
+0.2% +$33.7K 0.09% 205
2020
Q2 		$13M Buy
487,865
+30,707
+7% +$735K 0.09% 214
2020
Q1 		$7.71M Sell
457,158
-506,246
-53% -$13.5M 0.06% 271
2019
Q4 		$26.6M Buy
963,404
+5,320
+0.6% +$146K 0.17% 134
2019
Q3 		$23.7M Sell
958,084
-22,344
-2% -$517K 0.17% 138
2019
Q2 		$19.6M Buy
980,428
+3,198
+0.3% +$65.1K 0.13% 171
2019
Q1 		$18.2M Buy
977,230
+330,789
+51% +$6.35M 0.13% 176
2018
Q4 		$12.8M Buy
646,441
+28,206
+5% +$782K 0.1% 216
2018
Q3 		$24.4M Buy
618,235
+44,554
+8% +$1.62M 0.17% 131
2018
Q2 		$19.9M Sell
573,681
-45,433
-7% -$1.65M 0.15% 153
2018
Q1 		$21.8M Sell
619,114
-60,563
-9% -$2.02M 0.17% 141
2017
Q4 		$21.5M Sell
679,677
-40,269
-6% -$1.03M 0.17% 139
2017
Q3 		$16.9M Sell
719,946
-28,934
-4% -$606K 0.14% 166
2017
Q2 		$16.7M Sell
748,880
-36,142
-5% -$677K 0.15% 159
2017
Q1 		$13M Sell
785,022
-40,506
-5% -$661K 0.12% 195
2016
Q4 		$12.3M Sell
825,528
-624,093
-43% -$8.69M 0.12% 201
2016
Q3 		$18.4M Buy
1,449,621
+324
+0% +$3.66K 0.18% 135
2016
Q2 		$13M Sell
1,449,297
-102,824
-7% -$1.02M 0.13% 171
2016
Q1 		$16.5M Buy
1,552,121
+176,991
+13% +$1.54M 0.18% 119
2015
Q4 		$13M Buy
1,375,130
+352,956
+35% +$3.5M 0.15% 149
2015
Q3 		$8.42M Buy
1,022,174
+422,999
+71% +$5.55M 0.1% 219
2015
Q2 		$9.36M Sell
599,175
-8,084
-1% -$131K 0.11% 227
2015
Q1 		$10.2M Sell
607,259
-44,814
-7% -$649K 0.12% 212
2014
Q4 		$9.22M Buy
652,073
+47,185
+8% +$623K 0.14% 174
2014
Q3 		$7.88M Sell
604,888
-110,706
-15% -$1.21M 0.14% 182
2014
Q2 		$7.08M Buy
715,594
+144,697
+25% +$1.32M 0.13% 195
2014
Q1 		$5.81M Buy
570,897
+236,571
+71% +$2.36M 0.12% 190
2013
Q4 		$3.04M Buy
+334,326
New +$2.58M 0.1% 189

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

United Capital Financial Advisors's XPO Position: Q2 2026 in Review

United Capital Financial Advisors reduced its XPO (XPO) stake by 8.4% in Q2 2026, selling an estimated $137K and leaving 7,032 shares worth $1.44M. The position accounts for 0.01% of the portfolio, ranked #669.

United Capital Financial Advisors first reported a position in XPO in Q4 2013 and has held it in 51 quarters since. The position peaked at $28.6M in Q2 2021. 747 funds tracked by Wall St. Rank hold XPO as of Q2 2026.

  • United Capital Financial Advisors held 7,032 shares of XPO worth $1.44M as of Q2 2026.
  • United Capital Financial Advisors sold 648 XPO shares in Q2 2026, an estimated $137K.
  • XPO made up 0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #669 holding.
  • United Capital Financial Advisors first reported a position in XPO in Q4 2013 and has held it in 51 quarters since.
  • United Capital Financial Advisors's XPO position peaked at $28.6M in Q2 2021.
  • 747 funds tracked by Wall St. Rank held XPO as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.