Creative Planning

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 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

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