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Clearstead Trust’s GXO Logistics GXO Stock Holding History

Clearstead Trust’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 		$15.8K Hold
304
– – ﹤0.01% 474
2025
Q4 		$16K Hold
304
– – ﹤0.01% 485
2025
Q3 		$16.1K Sell
304
-100
-25% -$5.14K ﹤0.01% 487
2025
Q2 		$19.7K Hold
404
– – ﹤0.01% 432
2025
Q1 		$15.8K Buy
404
+128
+46% +$5.35K ﹤0.01% 387
2024
Q4 		$12K Hold
276
– – ﹤0.01% 350
2024
Q3 		$14.4K Buy
+276
New +$14K ﹤0.01% 334

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OAG
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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 $8.82B AUM 7.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return