CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s GXO Logistics GXO Stock Holding History

CAPTRUST Financial 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 		$579K Buy
+11,177
New +$640K ﹤0.01% 1934
2024
Q1 		– Sell
-111,511
Closed -$6.82M – 2365
2023
Q4 		$6.82M Buy
111,511
+7,473
+7% +$419K 0.02% 456
2023
Q3 		$6.1M Buy
104,038
+999
+1% +$62.5K 0.02% 452
2023
Q2 		$6.47M Sell
103,039
-1,436
-1% -$80.6K 0.03% 428
2023
Q1 		$5.27M Buy
104,475
+1,292
+1% +$64.3K 0.02% 438
2022
Q4 		$4.4M Buy
103,183
+95,671
+1,274% +$3.84M 0.02% 464
2022
Q3 		$263K Buy
7,512
+344
+5% +$15.2K ﹤0.01% 1635
2022
Q2 		$310K Sell
7,168
-20,265
-74% -$1.12M ﹤0.01% 1405
2022
Q1 		$1.96M Buy
27,433
+20,068
+272% +$1.6M 0.01% 603
2021
Q4 		$669K Buy
7,365
+10
+0.1% +$899 ﹤0.01% 990
2021
Q3 		$577K Buy
+7,355
New +$577K ﹤0.01% 974

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 $8.99B AUM 12.83% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

CAPTRUST Financial Advisors's GXO Position: Q1 2026 in Review

CAPTRUST Financial Advisors opened a new position in GXO Logistics (GXO) in Q1 2026: 11,177 shares worth $579K. The stake represents ﹤0.01% of the portfolio and ranks #1934 among its holdings. This is a return to the name: CAPTRUST Financial Advisors previously reported a position in GXO as recently as Q4 2023.

CAPTRUST Financial Advisors first reported a position in GXO in Q3 2021 and has held it in 11 quarters since. The position peaked at $6.82M in Q4 2023. 469 funds tracked by Wall St. Rank hold GXO as of Q1 2026.

  • CAPTRUST Financial Advisors held 11,177 shares of GXO Logistics worth $579K as of Q1 2026.
  • GXO Logistics was a new CAPTRUST Financial Advisors position in Q1 2026.
  • GXO Logistics made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q1 2026, its #1934 holding.
  • CAPTRUST Financial Advisors first reported a position in GXO Logistics in Q3 2021 and has held it in 11 quarters since.
  • CAPTRUST Financial Advisors's GXO Logistics position peaked at $6.82M in Q4 2023.
  • 469 funds tracked by Wall St. Rank held GXO Logistics as of Q1 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.