Creative Planning
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Creative Planning’s GXO Logistics GXO Stock Holding History

Creative Planning’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
Q2 		$622K Sell
12,271
-949
-7% -$49.1K ﹤0.01% 3020
2026
Q1 		$685K Sell
13,220
-27
-0.2% -$1.55K ﹤0.01% 2774
2025
Q4 		$697K Buy
13,247
+157
+1% +$8.25K ﹤0.01% 2572
2025
Q3 		$692K Buy
13,090
+1,307
+11% +$67.2K ﹤0.01% 2443
2025
Q2 		$574K Sell
11,783
-5,065
-30% -$202K ﹤0.01% 2336
2025
Q1 		$658K Buy
16,848
+5,651
+50% +$236K ﹤0.01% 2056
2024
Q4 		$487K Sell
11,197
-1,580
-12% -$87K ﹤0.01% 2250
2024
Q3 		$665K Buy
12,777
+77
+0.6% +$3.9K ﹤0.01% 1853
2024
Q2 		$641K Buy
12,700
+3,262
+35% +$165K ﹤0.01% 1752
2024
Q1 		$507K Buy
9,438
+3,287
+53% +$178K ﹤0.01% 1834
2023
Q4 		$376K Buy
6,151
+555
+10% +$31.1K ﹤0.01% 1922
2023
Q3 		$328K Buy
5,596
+283
+5% +$17.7K ﹤0.01% 1854
2023
Q2 		$334K Buy
5,313
+698
+15% +$39.2K ﹤0.01% 1827
2023
Q1 		$233K Buy
+4,615
New +$230K ﹤0.01% 2006

Other funds holding GXO

OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SHIM
Spruce House Investment Management New York $3.4B AUM 30.65% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Creative Planning's GXO Position: Q2 2026 in Review

Creative Planning reduced its GXO Logistics (GXO) stake by 7.2% in Q2 2026, selling an estimated $49.1K and leaving 12,271 shares worth $622K. The position accounts for ﹤0.01% of the portfolio, ranked #3020.

Creative Planning first reported a position in GXO in Q1 2023 and has held it in 14 quarters since. The position peaked at $697K in Q4 2025. 480 funds tracked by Wall St. Rank hold GXO as of Q2 2026.

  • Creative Planning held 12,271 shares of GXO Logistics worth $622K as of Q2 2026.
  • Creative Planning sold 949 GXO Logistics shares in Q2 2026, an estimated $49.1K.
  • GXO Logistics made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3020 holding.
  • Creative Planning first reported a position in GXO Logistics in Q1 2023 and has held it in 14 quarters since.
  • Creative Planning's GXO Logistics position peaked at $697K in Q4 2025.
  • 480 funds tracked by Wall St. Rank held GXO Logistics as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.