Corient Private Wealth
GXO icon

Corient Private Wealth’s GXO Logistics GXO Stock Holding History

Corient Private Wealth’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 		$560K Sell
11,387
-16,201
-59% -$928K ﹤0.01% 1968
2025
Q4 		$1.45M Buy
27,588
+14,191
+106% +$746K ﹤0.01% 1690
2025
Q3 		$709K Buy
13,397
+57
+0.4% +$2.93K ﹤0.01% 1605
2025
Q2 		$650K Buy
+13,340
New +$532K ﹤0.01% 1567
2025
Q1 		– Sell
-6,264
Closed -$272K – 2352
2024
Q4 		$272K Sell
6,264
-1,435
-19% -$79K ﹤0.01% 1948
2024
Q3 		$401K Buy
7,699
+1,797
+30% +$91.1K ﹤0.01% 1867
2024
Q2 		$298K Sell
5,902
-237,100
-98% -$12M ﹤0.01% 1920
2024
Q1 		$13.1M Sell
243,002
-8,605
-3% -$465K 0.02% 466
2023
Q4 		$15.4M Buy
251,607
+9,737
+4% +$546K 0.03% 439
2023
Q3 		$14.2M Buy
241,870
+120,932
+100% +$7.56M 0.03% 418
2023
Q2 		$7.6M Buy
120,938
+115,445
+2,102% +$6.48M 0.02% 523
2023
Q1 		$277K Buy
+5,493
New +$273K ﹤0.01% 1651

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