PINNACLE ASSOCIATES LTD

Position in XPO — XPO, Inc.

CIK 743127 NEW YORK, NY

Position in XPO

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$1,006,126

+$63,726 QoQ

Shares Held

4,901

+1.2% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#376

of 749 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

PINNACLE ASSOCIATES LTD holds $10,261,410 across 3 Trucking names. XPO ranks #2 (9.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WERN	Werner Enterprises Inc	198,262	$8,646,205
2	XPO	XPO, Inc. This page	4,901	$1,006,126
3	ODFL	Old Dominion Freight Line, Inc.	2,812	$609,079

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,006,126	4,901	+1.2%	Shares	Sole	2026-08-03
2026-03-31	$942,400	4,844	-15.9%	Shares	Sole	2026-04-22
2025-12-31	$782,569	5,758	-3.8%	Shares	Sole	2026-02-05
2025-09-30	$773,680	5,985	-2.8%	Shares	Sole	2025-11-13
2025-06-30	$777,946	6,160	0.0%	Shares	Sole	2025-08-04
2025-03-31	$662,692	6,160	+4.0%	Shares	Sole	2025-05-06
2024-12-31	$777,063	5,925	-8.7%	Shares	Sole	2025-02-14
2024-09-30	$697,739	6,490	+7.5%	Shares	Sole	2024-10-25
2024-06-30	$641,146	6,040	0.0%	Shares	Sole	2024-07-30
2024-03-31	$737,061	6,040	-6.9%	Shares	Sole	2024-04-26
2023-12-31	$568,459	6,490	-21.7%	Shares	Sole	2024-01-19
2023-09-30	$618,558	8,285	-20.2%	Shares	Sole	2023-10-24
2023-06-30	$612,715	10,385	-9.6%	Shares	Sole	2023-07-27
2023-03-31	$366,371	11,485	+31.3%	Shares	Sole	2023-05-05
2022-12-31	$291,121	8,745	+12.9%	Shares	Sole	2023-02-01
2022-09-30	$344,807	7,745	+4.0%	Shares	Sole	2022-11-01
2022-06-30	$358,551	7,445	+37.7%	Shares	Sole	2022-08-02
2022-03-31	$393,484	5,405	+21.6%	Shares	Sole	2022-05-05
2021-12-31	$344,176	4,445	0.0%	Shares	Sole	2022-02-02
2021-09-30	$353,733	4,445	-0.2%	Shares	Sole	2021-10-19
2021-06-30	$623,209	4,455	-63.0%	Shares	Sole	2021-08-02
2021-03-31	$1,485,148	12,045	+148.6%	Shares	Sole	2021-05-12
2020-12-31	$577,524	4,845	-1.8%	Shares	Sole	2021-01-26
2020-09-30	$417,797	4,935	-5.4%	Shares	Sole	2020-10-23
2020-06-30	$402,858	5,215	+18.1%	Shares	Sole	2020-08-14
2020-03-31	$215,231	4,415	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.