CAL
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Capital Advisors Ltd’s GXO Logistics GXO Stock Holding History

Capital Advisors Ltd’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 		$0 Hold
5
– – ﹤0.01% 1465
2025
Q4 		$0 Hold
5
– – ﹤0.01% 1441
2025
Q3 		$0 Hold
5
– – ﹤0.01% 1443
2025
Q2 		$0 Buy
+5
New +$199 ﹤0.01% 1460
2025
Q1 		– Sell
-4
Closed – – 1440
2024
Q4 		$0 Hold
4
– – ﹤0.01% 1464
2024
Q3 		$0 Hold
4
– – ﹤0.01% 1483
2024
Q2 		$0 Hold
4
– – ﹤0.01% 1497
2024
Q1 		$0 Hold
4
– – ﹤0.01% 1437
2023
Q4 		$0 Hold
4
– – ﹤0.01% 1371
2023
Q3 		$0 Hold
4
– – ﹤0.01% 1359
2023
Q2 		$0 Hold
4
– – ﹤0.01% 1392
2023
Q1 		$0 Hold
4
– – ﹤0.01% 1341
2022
Q4 		$0 Sell
4
-2
-33% -$80 ﹤0.01% 1382
2022
Q3 		$0 Hold
6
– – ﹤0.01% 1334
2022
Q2 		$0 Sell
6
-4
-40% -$221 ﹤0.01% 1129
2022
Q1 		$1K Buy
+10
New +$799 ﹤0.01% 723

Other funds holding GXO

OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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