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Whipplewood Advisors’s XPO XPO Stock Holding History

Whipplewood 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
Q1 		$1.17K Buy
+6
New +$1.07K ﹤0.01% 867
2025
Q3 		– Sell
-11
Closed -$1.39K – 1176
2025
Q2 		$1.39K Sell
11
-3
-21% -$337 ﹤0.01% 952
2025
Q1 		$1.18K Buy
14
+3
+27% +$381 ﹤0.01% 996
2024
Q4 		$1.44K Buy
+11
New +$1.49K ﹤0.01% 940

Other funds holding XPO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MP
MFN Partners Boston, Massachusetts $4.77B AUM 72.29% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

Whipplewood Advisors's XPO Position: Q1 2026 in Review

Whipplewood Advisors opened a new position in XPO (XPO) in Q1 2026: 6 shares worth $1.17K. The stake represents ﹤0.01% of the portfolio and ranks #867 among its holdings. This is a return to the name: Whipplewood Advisors previously reported a position in XPO as recently as Q2 2025.

Whipplewood Advisors first reported a position in XPO in Q4 2024 and has held it in 4 quarters since. The position peaked at $1.44K in Q4 2024. 669 funds tracked by Wall St. Rank hold XPO as of Q1 2026.

  • Whipplewood Advisors held 6 shares of XPO worth $1.17K as of Q1 2026.
  • XPO was a new Whipplewood Advisors position in Q1 2026.
  • XPO made up ﹤0.01% of Whipplewood Advisors's portfolio in Q1 2026, its #867 holding.
  • Whipplewood Advisors first reported a position in XPO in Q4 2024 and has held it in 4 quarters since.
  • Whipplewood Advisors's XPO position peaked at $1.44K in Q4 2024.
  • 669 funds tracked by Wall St. Rank held XPO as of Q1 2026.

Based on Whipplewood Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.