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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
Q2 		– Sell
-6
Closed -$1.17K – 1042
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 $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
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Whipplewood Advisors's XPO Position: Q2 2026 in Review

Whipplewood Advisors sold out of XPO (XPO) in Q2 2026, closing a stake of 6 shares — an estimated $1.17K sold.

Whipplewood Advisors first reported a position in XPO in Q4 2024 and held it in 4 quarters. The position peaked at $1.44K in Q4 2024. 752 funds tracked by Wall St. Rank hold XPO as of Q2 2026.

  • Whipplewood Advisors reported no remaining XPO position as of Q2 2026 after selling out during the quarter.
  • Whipplewood Advisors sold 6 XPO shares in Q2 2026, an estimated $1.17K.
  • Whipplewood Advisors first reported a position in XPO in Q4 2024 and held it in 4 quarters.
  • Whipplewood Advisors's XPO position peaked at $1.44K in Q4 2024.
  • 752 funds tracked by Wall St. Rank held XPO as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.