Position in XPO
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$225,819
-$2,962 QoQ
Shares Held
1,100
-48.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#557
of 748 holders
Holding Since
Dec 2023
3 quarters on record
Voting authority
Sole 18%
Shared 0%
None 82%
Common Shares in XPO Over Time
Shares Held
Position Value (USD)
Position in Trucking
Industrials · as of Jun 30, 2026AXXCESS WEALTH MANAGEMENT, LLC holds $797,964 across 3 Trucking names. XPO ranks #2 (28.3% of the industry book) .
All Filings in XPO
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $225,819 | 1,100 | Shares | Sole | 2026-07-28 | |
| 2024-09-30 | $228,781 | 2,128 | Shares | Sole | 2024-11-04 | |
| 2023-12-31 | $201,457 | 2,300 | Shares | Sole | 2024-02-06 | |
| No filing history on record for this holder in this stock. | ||||||