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Williams Jones Wealth Management’s XPO XPO Stock Holding History

Williams Jones 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
2026
Q2 		$477K Hold
2,325
– – 0.01% 384
2026
Q1 		$452K Hold
2,325
– – 0.01% 368
2025
Q4 		$316K Hold
2,325
– – ﹤0.01% 412
2025
Q3 		$301K Sell
2,325
-505
-18% -$65.5K ﹤0.01% 417
2025
Q2 		$357K Buy
2,830
+580
+26% +$65.1K ﹤0.01% 394
2025
Q1 		$242K Hold
2,250
– – ﹤0.01% 434
2024
Q4 		$295K Hold
2,250
– – ﹤0.01% 414
2024
Q3 		$242K Hold
2,250
– – ﹤0.01% 464
2024
Q2 		$239K Hold
2,250
– – ﹤0.01% 451
2024
Q1 		$275K Buy
+2,250
New +$241K ﹤0.01% 447

Other funds holding XPO

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
JAFL
Jay A. Fishman Ltd Troy, Michigan $1.26B AUM 31.39% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return
AL
Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return

Williams Jones Wealth Management's XPO Position: Q2 2026 in Review

Williams Jones Wealth Management held its XPO (XPO) position steady in Q2 2026 at 2,325 shares worth $477K. The position accounts for 0.01% of the portfolio, ranked #384.

Williams Jones Wealth Management first reported a position in XPO in Q1 2024 and has held it in 10 quarters since. 297 funds tracked by Wall St. Rank hold XPO as of Q2 2026.

  • Williams Jones Wealth Management held 2,325 shares of XPO worth $477K as of Q2 2026.
  • Williams Jones Wealth Management left its XPO share count unchanged in Q2 2026.
  • XPO made up 0.01% of Williams Jones Wealth Management's portfolio in Q2 2026, its #384 holding.
  • Williams Jones Wealth Management first reported a position in XPO in Q1 2024 and has held it in 10 quarters since.
  • 297 funds tracked by Wall St. Rank held XPO as of Q2 2026.

Based on Williams Jones Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.