UNITED CAPITAL FINANCIAL ADVISORS, LLC

Position in XPO — XPO, Inc.

CIK 1463217 IRVING, TX

Back to XPO Full portfolio

Position in XPO

as of Jun 30, 2026 · filed Aug 17, 2026 Compact

Position Value

$1,443,599

-$50,545 QoQ

Shares Held

7,032

-8.4% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#326

of 748 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Common Shares in XPO Over Time

Shares Held

Position Value (USD)

Position in Trucking

Industrials · as of Jun 30, 2026

UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $8,853,151 across 5 Trucking names. XPO ranks #2 (16.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ODFL	Old Dominion Freight Line, Inc.	28,282	$6,125,881
2	XPO	XPO, Inc. This page	7,032	$1,443,599
3	SNDR	Schneider National, Inc.	19,091	$697,394
4	KNX	Knight-Swift Transportation Holdings Inc.	4,776	$371,907
5	SAIA	Saia Inc	509	$214,370

All Filings in XPO

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,443,599	7,032	-8.4%	Shares	Defined	2026-08-17
2026-03-31	$1,494,144	7,680	+19.0%	Shares	Defined	2026-05-15
2025-12-31	$877,434	6,456	+1.4%	Shares	Defined	2026-02-17
2025-09-30	$823,320	6,369	+1.8%	Shares	Defined	2025-11-14
2025-06-30	$790,449	6,259	-1.1%	Shares	Defined	2025-08-11
2025-03-31	$680,551	6,326	-2.7%	Shares	Defined	2025-05-13
2024-12-31	$852,606	6,501	-28.9%	Shares	Defined	2025-02-13
2024-09-30	$982,426	9,138	-3.0%	Shares	Defined	2024-11-12
2024-06-30	$1,000,251	9,423	-39.1%	Shares	Defined	2024-08-14
2024-03-31	$1,889,390	15,483	-31.3%	Shares	Defined	2024-05-15
2023-12-31	$1,973,402	22,530	-89.0%	Shares	Defined	2024-02-14
2023-09-30	$15,251,918	204,285	-7.7%	Shares	Defined	2023-11-14
2023-06-30	$13,052,806	221,234	-6.5%	Shares	Defined	2023-08-14
2023-03-31	$7,551,208	236,715	-1.6%	Shares	Defined	2023-08-15
2022-12-31	$8,009,973	240,612	-13.0%	Shares	Defined	2023-02-15
2022-09-30	$12,308,016	276,460	-0.8%	Shares	Defined	2022-11-14
2022-06-30	$13,426,541	278,790	+12.7%	Shares	Defined	2022-08-11
2022-03-31	$18,004,608	247,316	+4.3%	Shares	Defined	2022-05-16
2021-12-31	$18,357,014	237,079	+5.5%	Shares	Defined	2022-02-14
2021-09-30	$17,883,690	224,726	+10.0%	Shares	Defined	2021-11-15
2021-06-30	$28,572,668	204,251	+30.4%	Shares	Defined	2021-08-13
2021-03-31	$19,306,688	156,583	-4.5%	Shares	Defined	2021-05-14
2020-12-31	$19,547,613	163,990	-3.0%	Shares	Defined	2021-02-17
2020-09-30	$14,318,971	169,135	+0.2%	Shares	Defined	2020-11-13
2020-06-30	$13,034,384	168,730	+6.7%	Shares	Defined	2020-08-13
2020-03-31	$7,707,871	158,110	—	Shares	Defined	2020-08-11
No filing history on record for this holder in this stock.