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Addison Advisors’s GXO Logistics GXO Stock Holding History

Addison Advisors’s Portfolio GXO Stock Details GXO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$55.7K Hold
1,075
– – 0.01% 409
2025
Q4 		$56.6K Hold
1,075
– – 0.01% 406
2025
Q3 		$56.9K Hold
1,075
– – 0.01% 401
2025
Q2 		$52.4K Hold
1,075
– – 0.01% 407
2025
Q1 		$42K Hold
1,075
– – 0.01% 404
2024
Q4 		$46.8K Hold
1,075
– – 0.01% 396
2024
Q3 		$56K Hold
1,075
– – 0.02% 373
2024
Q2 		$54.3K Hold
1,075
– – 0.02% 366
2024
Q1 		$57.8K Hold
1,075
– – 0.02% 348
2023
Q4 		$65.7K Hold
1,075
– – 0.03% 320
2023
Q3 		$63K Hold
1,075
– – 0.03% 297
2023
Q2 		$67.5K Hold
1,075
– – 0.03% 281
2023
Q1 		$54.2K Hold
1,075
– – 0.03% 290
2022
Q4 		$45.9K Hold
1,075
– – 0.03% 300
2022
Q3 		$38K Hold
1,075
– – 0.02% 287
2022
Q2 		$47K Hold
1,075
– – 0.03% 267
2022
Q1 		$77K Hold
1,075
– – 0.04% 232
2021
Q4 		$98K Hold
1,075
– – 0.06% 182
2021
Q3 		$84K Buy
+1,075
New +$84.3K 0.07% 145

Other funds holding GXO

OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.82B AUM 7.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return