Position in XPO
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$420,228
+$409,334 QoQ
Shares Held
2,047
+3555.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.64%
of 13F equity value
Holder Rank
#483
of 748 holders
Holding Since
Dec 2023
11 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, 2026Private Wealth Management Group, LLC holds $453,919 across 8 Trucking names. XPO ranks #1 (92.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XPO |
XPO, Inc.
This page
|
2,047 | $420,228 | |
| 2 | SNDR |
Schneider National, Inc.
|
230 | $8,401 | |
| 3 | ODFL |
Old Dominion Freight Line, Inc.
|
36 | $7,797 | |
| 4 | KNX |
Knight-Swift Transportation Holdings Inc.
|
100 | $7,787 | |
| 5 | MRTN |
Marten Transport Ltd
|
243 | $4,216 | |
| 6 | WERN |
Werner Enterprises Inc
|
77 | $3,357 | |
| 7 | ARCB |
Arcbest Corp /Tx/
|
9 | $1,291 | |
| 8 | SAIA |
Saia Inc
|
2 | $842 |
All Filings in XPO
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $420,228 | 2,047 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $10,894 | 56 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $7,610 | 56 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $7,368 | 57 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $7,198 | 57 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $3,012 | 28 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $5,246 | 40 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $3,010 | 28 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $2,972 | 28 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $3,416 | 28 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $2,452 | 28 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||