Wellington Shields & Co’s XPO XPO Stock Holding History

Wellington Shields & Co’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	$205K	Hold	1,000	–	–	0.05%	242
2026 Q1	$195K	Hold	1,000	–	–	0.05%	242
2025 Q4	$136K	Buy	+1,000	New	+$136K	0.03%	263

Other funds holding XPO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

MFN Partners Boston, Massachusetts $4.83B AUM 65.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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 Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wellington Shields & Co's XPO Position: Q2 2026 in Review

Wellington Shields & Co held its XPO (XPO) position steady in Q2 2026 at 1,000 shares worth $205K. The position accounts for 0.05% of the portfolio, ranked #242.

Wellington Shields & Co first reported a position in XPO in Q4 2025 and has held it in 3 quarters since. 747 funds tracked by Wall St. Rank hold XPO as of Q2 2026.

Wellington Shields & Co held 1,000 shares of XPO worth $205K as of Q2 2026.
Wellington Shields & Co left its XPO share count unchanged in Q2 2026.
XPO made up 0.05% of Wellington Shields & Co's portfolio in Q2 2026, its #242 holding.
Wellington Shields & Co first reported a position in XPO in Q4 2025 and has held it in 3 quarters since.
747 funds tracked by Wall St. Rank held XPO as of Q2 2026.

Based on Wellington Shields & Co's 13F filing for Q2 2026, filed 10 Aug 2026.