Cerity Partners

Cerity Partners’s GXO Logistics GXO Stock Holding History

Cerity Partners’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	$218K	Sell	4,195 -271	-6%	-$15.5K	﹤0.01%	2833
2025 Q4	$235K	Sell	4,466 -454	-9%	-$23.9K	﹤0.01%	2544
2025 Q3	$260K	Sell	4,920 -3,372	-41%	-$173K	﹤0.01%	2372
2025 Q2	$404K	Sell	8,292 -1,592	-16%	-$63.4K	﹤0.01%	1988
2025 Q1	$386K	Sell	9,884 -86,827	-90%	-$3.63M	﹤0.01%	1899
2024 Q4	$4.26M	Sell	96,711 -6,812	-7%	-$375K	0.01%	776
2024 Q3	$5.39M	Buy	103,523 +3,719	+4%	+$188K	0.01%	674
2024 Q2	$5.04M	Sell	99,804 -1,892	-2%	-$95.5K	0.01%	607
2024 Q1	$5.47M	Buy	101,696 +6,011	+6%	+$325K	0.01%	629
2023 Q4	$5.85M	Buy	+95,685	New	+$5.36M	0.02%	498
2023 Q3	–	Sell	-66,168	Closed	-$4.16M	–	1526
2023 Q2	$4.16M	Buy	66,168 +3,110	+5%	+$174K	0.02%	542
2023 Q1	$3.18M	Buy	63,058 +30	+0%	+$1.49K	0.01%	586
2022 Q4	$2.69M	Buy	+63,028	New	+$2.53M	0.02%	478

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