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Blue Zone Wealth Advisors’s GXO Logistics GXO Stock Holding History

Blue Zone Wealth 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 		– Sell
-72,239
Closed -$3.8M – 136
2025
Q4 		$3.8M Buy
72,239
+268
+0.4% +$14.1K 0.73% 51
2025
Q3 		$3.81M Buy
71,971
+2,906
+4% +$149K 0.76% 54
2025
Q2 		$3.36M Sell
69,065
-1,403
-2% -$55.9K 0.84% 52
2025
Q1 		$2.75M Buy
70,468
+6,984
+11% +$292K 0.77% 52
2024
Q4 		$2.76M Buy
63,484
+15,542
+32% +$856K 0.8% 54
2024
Q3 		$2.5M Buy
47,942
+1,031
+2% +$52.2K 0.78% 51
2024
Q2 		$2.37M Buy
46,911
+13
+0% +$656 0.82% 51
2024
Q1 		$2.52M Buy
46,898
+229
+0.5% +$12.4K 0.87% 50
2023
Q4 		$2.85M Buy
46,669
+301
+0.6% +$16.9K 1.14% 39
2023
Q3 		$2.72M Buy
46,368
+84
+0.2% +$5.25K 1.19% 40
2023
Q2 		$2.91M Buy
46,284
+4,541
+11% +$255K 1.34% 34
2023
Q1 		$2.11M Buy
41,743
+49
+0.1% +$2.44K 1.13% 34
2022
Q4 		$1.78M Buy
41,694
+897
+2% +$36K 0.95% 38
2022
Q3 		$1.43M Buy
40,797
+644
+2% +$28.4K 0.74% 48
2022
Q2 		$1.74M Buy
+40,153
New +$2.22M 0.79% 48
2022
Q1 		– Sell
-26,026
Closed -$2.36M – 102
2021
Q4 		$2.36M Hold
26,026
– – 0.78% 53
2021
Q3 		$2.04M Buy
+26,026
New +$2.04M 0.71% 56

Other funds holding GXO

OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Blue Zone Wealth Advisors's GXO Position: Q1 2026 in Review

Blue Zone Wealth Advisors sold out of GXO Logistics (GXO) in Q1 2026, closing a stake of 72,239 shares — an estimated $3.8M sold.

Blue Zone Wealth Advisors first reported a position in GXO in Q3 2021 and held it in 17 quarters. The position peaked at $3.81M in Q3 2025. 473 funds tracked by Wall St. Rank hold GXO as of Q1 2026.

  • Blue Zone Wealth Advisors reported no remaining GXO Logistics position as of Q1 2026 after selling out during the quarter.
  • Blue Zone Wealth Advisors sold 72,239 GXO Logistics shares in Q1 2026, an estimated $3.8M.
  • Blue Zone Wealth Advisors first reported a position in GXO Logistics in Q3 2021 and held it in 17 quarters.
  • Blue Zone Wealth Advisors's GXO Logistics position peaked at $3.81M in Q3 2025.
  • 473 funds tracked by Wall St. Rank held GXO Logistics as of Q1 2026.

Based on Blue Zone Wealth Advisors's 13F filing for Q1 2026, filed 16 Apr 2026.