Position in XPO
as of Jun 30, 2026
· filed Aug 27, 2026
Position Value
$5,165,095
+$1,537,127 QoQ
Shares Held
25,160
+34.9% QoQ
Ownership
0.021%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#197
of 749 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 6%
Shared 6%
None 89%
Common Shares in XPO Over Time
Shares Held
Position Value (USD)
Position in Trucking
Industrials · as of Jun 30, 2026Corient Private Wealth LLC holds $34,825,400 across 10 Trucking names. XPO ranks #3 (14.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ODFL |
Old Dominion Freight Line, Inc.
|
47,981 | $10,392,684 | |
| 2 | SNDR |
Schneider National, Inc.
|
284,461 | $10,391,360 | |
| 3 | XPO |
XPO, Inc.
This page
|
25,160 | $5,165,095 | |
| 4 | WERN |
Werner Enterprises Inc
|
72,091 | $3,143,888 | |
| 5 | CVLG |
Covenant Logistics Group, Inc.
|
41,743 | $1,844,205 | |
| 6 | ARCB |
Arcbest Corp /Tx/
|
10,756 | $1,543,916 | |
| 7 | KNX |
Knight-Swift Transportation Holdings Inc.
|
11,809 | $919,566 | |
| 8 | RXO |
RXO, Inc.
|
29,773 | $821,437 |
All Filings in XPO
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,165,095 | 25,160 | Shares | Other | 2026-08-27 | |
| 2026-03-31 | $3,627,968 | 18,648 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $658,483 | 4,845 | Shares | Sole | 2026-03-09 | |
| 2025-09-30 | $540,994 | 4,185 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $355,632 | 2,816 | Shares | Defined | 2025-09-26 | |
| 2025-03-31 | $202,357 | 1,881 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $676,077 | 5,155 | Shares | Other | 2025-02-10 | |
| 2024-09-30 | $877,066 | 8,158 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $347,535 | 3,274 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $399,038 | 3,270 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $656,487 | 7,495 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $512,092 | 6,859 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $388,397 | 6,583 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $203,075 | 6,366 | Shares | Sole | 2023-05-15 | |
| No filing history on record for this holder in this stock. | ||||||