Question 1

How many shares of XPO does UNITED CAPITAL FINANCIAL ADVISORS, LLC own?

Accepted Answer

As of 2026-Q1, UNITED CAPITAL FINANCIAL ADVISORS, LLC holds 7,680 shares of XPO (XPO INC).

Question 2

What is UNITED CAPITAL FINANCIAL ADVISORS, LLC's XPO position worth?

Accepted Answer

As of 2026-Q1, UNITED CAPITAL FINANCIAL ADVISORS, LLC's XPO position is worth $1.5M.

Question 3

Is UNITED CAPITAL FINANCIAL ADVISORS, LLC buying or selling XPO?

Accepted Answer

In 2026-Q1, UNITED CAPITAL FINANCIAL ADVISORS, LLC increased their XPO position (+19.0% change in shares).

Question 4

When did UNITED CAPITAL FINANCIAL ADVISORS, LLC first buy XPO?

Accepted Answer

Based on available 13F filings, UNITED CAPITAL FINANCIAL ADVISORS, LLC first reported a position in XPO in 2024-Q3. They have held the position across 29 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q1 Latest	Increased	7,680	+19.0%	$1.5M	0.0%	$215.37	30
2025-Q4	Increased	6,456	+1.4%	$877,435	0.0%	$137.69	25
2025-Q3	Increased	6,369	+1.8%	$823,321	0.0%	$127.35	25
2025-Q2	Decreased	6,259	-1.1%	$790,449	0.0%	$127.48	0
2025-Q1	Decreased	6,326	-2.7%	$680,551	0.0%	$107.09	0
2024-Q4	Decreased	6,501	-28.9%	$852,606	0.0%	$132.59	0
2024-Q3	Decreased	9,138	-3.0%	$982,426	0.0%	$111.53	0