WAG
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Wiser Advisor Group’s XPO XPO Stock Holding History

Wiser Advisor 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 		$79.4K Hold
387
– – 0.09% 69
2026
Q1 		$75.3K Hold
387
– – 0.09% 74
2025
Q4 		$52.6K Hold
387
– – 0.06% 92
2025
Q3 		$50K Buy
+387
New +$50.2K 0.06% 95
2025
Q2 		– Sell
-387
Closed -$41.6K – 266
2025
Q1 		$41.6K Hold
387
– – 0.06% 106
2024
Q4 		$50.8K Hold
387
– – 0.07% 96
2024
Q3 		$41.6K Hold
387
– – 0.06% 107
2024
Q2 		$41.1K Hold
387
– – 0.06% 103
2024
Q1 		$47.2K Hold
387
– – 0.07% 98
2023
Q4 		$33.9K Buy
+387
New +$31.5K 0.06% 118

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

Wiser Advisor Group's XPO Position: Q2 2026 in Review

Wiser Advisor Group held its XPO (XPO) position steady in Q2 2026 at 387 shares worth $79.4K. The position accounts for 0.09% of the portfolio, ranked #69.

Wiser Advisor Group first reported a position in XPO in Q4 2023 and has held it in 10 quarters since. 748 funds tracked by Wall St. Rank hold XPO as of Q2 2026.

  • Wiser Advisor Group held 387 shares of XPO worth $79.4K as of Q2 2026.
  • Wiser Advisor Group left its XPO share count unchanged in Q2 2026.
  • XPO made up 0.09% of Wiser Advisor Group's portfolio in Q2 2026, its #69 holding.
  • Wiser Advisor Group first reported a position in XPO in Q4 2023 and has held it in 10 quarters since.
  • 748 funds tracked by Wall St. Rank held XPO as of Q2 2026.

Based on Wiser Advisor Group's 13F filing for Q2 2026, filed 17 Aug 2026.