Vision Financial Markets’s XPEL XPEL Stock Holding History

Vision Financial Markets’s Portfolio XPEL Stock Details XPEL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$147	Hold	3	–	–	﹤0.01%	393
2026 Q1	$133	Hold	3	–	–	﹤0.01%	402
2025 Q4	$150	Hold	3	–	–	﹤0.01%	388
2025 Q3	$100	Hold	3	–	–	﹤0.01%	419
2025 Q2	$108	Hold	3	–	–	﹤0.01%	420
2025 Q1	$88	Buy	+3	New	+$112	﹤0.01%	419

Other funds holding XPEL

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

SIC

Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

CWP

Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

HFO

Heritage Family Offices Scottsdale, Arizona $259M AUM 24.39% 1-Year Est. Return

PEWA

Pacific Excel Wealth Advisors Walnut Creek, California $258M AUM

BCM

Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return

Vision Financial Markets's XPEL Position: Q2 2026 in Review

Vision Financial Markets held its XPEL (XPEL) position steady in Q2 2026 at 3 shares worth $147. The position accounts for ﹤0.01% of the portfolio, ranked #393.

Vision Financial Markets first reported a position in XPEL in Q1 2025 and has held it in 6 quarters since. The position peaked at $150 in Q4 2025. 70 funds tracked by Wall St. Rank hold XPEL as of Q2 2026.

Vision Financial Markets held 3 shares of XPEL worth $147 as of Q2 2026.
Vision Financial Markets left its XPEL share count unchanged in Q2 2026.
XPEL made up ﹤0.01% of Vision Financial Markets's portfolio in Q2 2026, its #393 holding.
Vision Financial Markets first reported a position in XPEL in Q1 2025 and has held it in 6 quarters since.
Vision Financial Markets's XPEL position peaked at $150 in Q4 2025.
70 funds tracked by Wall St. Rank held XPEL as of Q2 2026.

Based on Vision Financial Markets's 13F filing for Q2 2026, filed 24 Jul 2026.