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Wilkerson Advisory Group’s XPO XPO Stock Holding History

Wilkerson Advisory Group’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 		$126K Sell
616
-173
-22% -$36.6K 0.04% 144
2026
Q1 		$154K Buy
+789
New +$141K 0.05% 116

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 $3.37T AUM 44.26% 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

Wilkerson Advisory Group's XPO Position: Q2 2026 in Review

Wilkerson Advisory Group reduced its XPO (XPO) stake by 22% in Q2 2026, selling an estimated $36.6K and leaving 616 shares worth $126K. The position accounts for 0.04% of the portfolio, ranked #144.

Wilkerson Advisory Group first reported a position in XPO in Q1 2026 and has held it in 2 quarters since. The position peaked at $154K in Q1 2026. 747 funds tracked by Wall St. Rank hold XPO as of Q2 2026.

  • Wilkerson Advisory Group held 616 shares of XPO worth $126K as of Q2 2026.
  • Wilkerson Advisory Group sold 173 XPO shares in Q2 2026, an estimated $36.6K.
  • XPO made up 0.04% of Wilkerson Advisory Group's portfolio in Q2 2026, its #144 holding.
  • Wilkerson Advisory Group first reported a position in XPO in Q1 2026 and has held it in 2 quarters since.
  • Wilkerson Advisory Group's XPO position peaked at $154K in Q1 2026.
  • 747 funds tracked by Wall St. Rank held XPO as of Q2 2026.

Based on Wilkerson Advisory Group's 13F filing for Q2 2026, filed 21 Jul 2026.