Back to UNITED CAPITAL FINANCIAL ADVISORS, LLC UNITED CAPITAL FINANCIAL ADVISORS, LLC

XPOXPO
29 quarters

Position history for UNITED CAPITAL FINANCIAL ADVISORS, LLCUNITED CAPITAL FINANCIAL ADVISORS, LLC's holdings in XPO INC

UNITED CAPITAL FINANCIAL ADVISORS, LLC holds 7,680 shares of XPO (XPO INC), worth $1.5M as of 2026-Q1. The position was increased (+19.0% shares). XPO represents 0.0% of UNITED CAPITAL FINANCIAL ADVISORS, LLC's portfolio.

Current Value

$1.5M

Current Shares

7,680

Total Value Change

-$16.7M

Total Shares Change

-330,299

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
7,680
+19.0%
$1.5M0.0%$215.37
30
2025-Q4
Increased
6,456
+1.4%
$877,4350.0%$137.69
25
2025-Q3
Increased
6,369
+1.8%
$823,3210.0%$127.35
25
2025-Q2
Decreased
6,259
-1.1%
$790,4490.0%$127.48
0
2025-Q1
Decreased
6,326
-2.7%
$680,5510.0%$107.09
0
2024-Q4
Decreased
6,501
-28.9%
$852,6060.0%$132.59
0
2024-Q3
Decreased
9,138
-3.0%
$982,4260.0%$111.53
0
2024-Q2
Decreased
9,423
-39.1%
$1M0.0%$106.15
0
2024-Q1
Decreased
15,483
-31.3%
$1.9M0.0%$122.03
0
2023-Q4
Decreased
22,530
-89.0%
$2M0.0%$87.59
0
2023-Q3
Decreased
204,285
-7.7%
$15.3M0.1%$74.66
0
2023-Q2
Decreased
221,234
-6.5%
$13.1M0.1%$59.25
0
2023-Q1
Decreased
236,715
-1.6%
$7.6M0.0%$31.06
0
2022-Q4
Decreased
240,612
-13.0%
$8M0.0%$33.29
0
2022-Q3
Decreased
276,460
-0.8%
$12.3M0.1%$26.73
0
2022-Q2
Increased
278,790
+12.7%
$13.4M0.1%$28.73
32
2022-Q1
Increased
247,316
+4.3%
$18M0.1%$45.31
30
2021-Q4
Increased
237,079
+5.5%
$18.4M0.1%$45.40
30
2021-Q3
Increased
224,726
+10.0%
$17.9M0.1%$48.29
31
2021-Q2
Increased
204,251
+30.4%
$28.6M0.1%$48.68
43
2021-Q1
Decreased
156,583
-4.5%
$19.3M0.1%$42.91
0
2020-Q4
Decreased
163,990
-3.0%
$19.5M0.1%$41.01
0
2020-Q3
Increased
169,135
+0.2%
$14.3M0.1%$29.72
28
2020-Q2
Increased
168,730
+6.7%
$13M0.1%$26.04
30
2020-Q1
Decreased
158,110
-52.5%
$7.7M0.1%$17.79
0
2019-Q4
Increased
333,197
+0.6%
$26.6M0.2%$27.40
34
2019-Q3
Decreased
331,357
-2.3%
$23.7M0.2%$24.40
0
2019-Q2
Increased
339,085
+0.3%
$19.6M0.1%$19.99
34
2019-Q1
New
337,979
-
$18.2M0.1%$18.59
47

Other major holders of XPO: BNP PARIBAS FINANCIAL MARKETS, BlackRock, Inc., Capital Research Global Investors

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