Position in XPO
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$2,066,654
+$482,045 QoQ
Shares Held
10,067
+23.6% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#281
of 748 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in XPO Over Time
Shares Held
Position Value (USD)
Position in Trucking
Industrials · as of Jun 30, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $16,433,764 across 10 Trucking names. XPO ranks #4 (12.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ODFL |
Old Dominion Freight Line, Inc.
|
21,846 | $4,731,843 | |
| 2 | KNX |
Knight-Swift Transportation Holdings Inc.
|
53,380 | $4,156,700 | |
| 3 | SAIA |
Saia Inc
|
6,662 | $2,805,767 | |
| 4 | XPO |
XPO, Inc.
This page
|
10,067 | $2,066,654 | |
| 5 | SNDR |
Schneider National, Inc.
|
23,740 | $867,222 | |
| 6 | RXO |
RXO, Inc.
|
23,573 | $650,379 | |
| 7 | MRTN |
Marten Transport Ltd
|
19,445 | $337,370 | |
| 8 | WERN |
Werner Enterprises Inc
|
7,123 | $310,634 |
All Filings in XPO
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,066,654 | 10,067 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $1,584,609 | 8,145 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $2,196,713 | 16,163 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $2,064,183 | 15,968 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $1,989,698 | 15,755 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $1,658,991 | 15,421 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $2,032,956 | 15,501 | Shares | Sole | 2025-03-17 | |
| 2024-09-30 | $1,654,578 | 15,390 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $1,790,856 | 16,871 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $1,568,451 | 12,853 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $1,118,699 | 12,772 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $958,335 | 12,836 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||