UFPG
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United Financial Planning Group’s XPO XPO Stock Holding History

United Financial Planning Group’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 		– Sell
-2
Closed -$272 – 647
2025
Q4 		$272 Buy
+2
New +$272 ﹤0.01% 442

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
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 $3.38T AUM 44.17% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

United Financial Planning Group's XPO Position: Q1 2026 in Review

United Financial Planning Group sold out of XPO (XPO) in Q1 2026, closing a stake of 2 shares — an estimated $272 sold.

United Financial Planning Group first reported a position in XPO in Q4 2025 and held it in 1 quarter. The position peaked at $272 in Q4 2025. 674 funds tracked by Wall St. Rank hold XPO as of Q1 2026.

  • United Financial Planning Group reported no remaining XPO position as of Q1 2026 after selling out during the quarter.
  • United Financial Planning Group sold 2 XPO shares in Q1 2026, an estimated $272.
  • United Financial Planning Group first reported a position in XPO in Q4 2025 and held it in 1 quarter.
  • United Financial Planning Group's XPO position peaked at $272 in Q4 2025.
  • 674 funds tracked by Wall St. Rank held XPO as of Q1 2026.

Based on United Financial Planning Group's 13F filing for Q1 2026, filed 8 May 2026.