DWM
GXO icon

Dakota Wealth Management’s GXO Logistics GXO Stock Holding History

Dakota Wealth Management’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 		$1.26M Sell
24,253
-8,523
-26% -$488K 0.03% 364
2025
Q4 		$1.73M Sell
32,776
-1,479
-4% -$77.7K 0.03% 311
2025
Q3 		$1.81M Buy
34,255
+85
+0.2% +$4.37K 0.04% 272
2025
Q2 		$1.66M Buy
34,170
+465
+1% +$18.5K 0.04% 299
2025
Q1 		$1.32M Buy
33,705
+7,940
+31% +$332K 0.03% 324
2024
Q4 		$1.12M Sell
25,765
-10,237
-28% -$564K 0.03% 338
2024
Q3 		$1.87M Sell
36,002
-1,129
-3% -$57.2K 0.04% 282
2024
Q2 		$1.88M Buy
37,131
+6,159
+20% +$311K 0.04% 268
2024
Q1 		$1.67M Buy
+30,972
New +$1.67M 0.04% 287

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