Bell Investment Advisors’s GXO Logistics GXO Stock Holding History

Bell Investment 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	$2.28K	Buy	44 +10	+29%	+$573	﹤0.01%	1288
2025 Q4	$1.79K	Hold	34	–	–	﹤0.01%	1384
2025 Q3	$1.8K	Hold	34	–	–	﹤0.01%	1367
2025 Q2	$1.66K	Sell	34 -51	-60%	-$2.03K	﹤0.01%	1420
2025 Q1	$3.32K	Sell	85 -19	-18%	-$794	﹤0.01%	1098
2024 Q4	$4.52K	Sell	104 -11	-10%	-$606	﹤0.01%	967
2024 Q3	$5.99K	Buy	115 +10	+10%	+$507	﹤0.01%	844
2024 Q2	$5.3K	Buy	105 +20	+24%	+$1.01K	﹤0.01%	893
2024 Q1	$4.57K	Hold	85	–	–	﹤0.01%	972
2023 Q4	$5.2K	Sell	85 -8	-9%	-$448	﹤0.01%	861
2023 Q3	$5.46K	Sell	93 -13	-12%	-$813	﹤0.01%	759
2023 Q2	$6.66K	Buy	106 +9	+9%	+$505	﹤0.01%	676
2023 Q1	$4.89K	Buy	97 +20	+26%	+$995	﹤0.01%	802
2022 Q4	$3.29K	Buy	77 +26	+51%	+$1.04K	﹤0.01%	1021
2022 Q3	$2K	Buy	51 +36	+240%	+$1.59K	﹤0.01%	1109
2022 Q2	$1K	Buy	+15	New	+$830	﹤0.01%	1449
2021 Q4	$3K	Buy	33 +18	+120%	+$1.62K	﹤0.01%	975
2021 Q3	$1K	Buy	+15	New	+$1.18K	﹤0.01%	1399

Other funds holding GXO

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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