Position in XPO
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$756,288
+$112,133 QoQ
Shares Held
3,684
+11.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#403
of 748 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 10%
Shared 0%
None 90%
Common Shares in XPO Over Time
Shares Held
Position Value (USD)
Position in Trucking
Industrials · as of Jun 30, 2026NewEdge Wealth, LLC holds $5,212,838 across 5 Trucking names. XPO ranks #2 (14.5% of the industry book) .
All Filings in XPO
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $756,288 | 3,684 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $644,155 | 3,311 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $308,651 | 2,271 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $221,698 | 1,715 | Shares | Sole | 2025-11-07 | |
| No filing history on record for this holder in this stock. | ||||||