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Whalen Wealth Management’s XPO XPO Stock Holding History

Whalen Wealth Management’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
2025
Q2 		– Sell
-5,541
Closed -$596K – 233
2025
Q1 		$596K Buy
5,541
+2,637
+91% +$335K 0.4% 51
2024
Q4 		$381K Sell
2,904
-3,666
-56% -$495K 0.26% 82
2024
Q3 		$706K Buy
+6,570
New +$735K 0.5% 51

Other funds holding XPO

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 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
DCP
D1 Capital Partners New York $34.8B AUM 11.34% 1-Year Est. Return

Whalen Wealth Management's XPO Position: Q2 2025 in Review

Whalen Wealth Management sold out of XPO (XPO) in Q2 2025, closing a stake of 5,541 shares — an estimated $596K sold.

Whalen Wealth Management first reported a position in XPO in Q3 2024 and held it in 3 quarters. The position peaked at $706K in Q3 2024. 545 funds tracked by Wall St. Rank hold XPO as of Q2 2025.

  • Whalen Wealth Management reported no remaining XPO position as of Q2 2025 after selling out during the quarter.
  • Whalen Wealth Management sold 5,541 XPO shares in Q2 2025, an estimated $596K.
  • Whalen Wealth Management first reported a position in XPO in Q3 2024 and held it in 3 quarters.
  • Whalen Wealth Management's XPO position peaked at $706K in Q3 2024.
  • 545 funds tracked by Wall St. Rank held XPO as of Q2 2025.

Based on Whalen Wealth Management's 13F filing for Q2 2025, filed 4 Aug 2025.