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 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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

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

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

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

Dakota Wealth Management's GXO Position: Q1 2026 in Review

Dakota Wealth Management reduced its GXO Logistics (GXO) stake by 26% in Q1 2026, selling an estimated $488K and leaving 24,253 shares worth $1.26M. The position accounts for 0.03% of the portfolio, ranked #364.

Dakota Wealth Management first reported a position in GXO in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.88M in Q2 2024. 469 funds tracked by Wall St. Rank hold GXO as of Q1 2026.

Dakota Wealth Management held 24,253 shares of GXO Logistics worth $1.26M as of Q1 2026.
Dakota Wealth Management sold 8,523 GXO Logistics shares in Q1 2026, an estimated $488K.
GXO Logistics made up 0.03% of Dakota Wealth Management's portfolio in Q1 2026, its #364 holding.
Dakota Wealth Management first reported a position in GXO Logistics in Q1 2024 and has held it in 9 quarters since.
Dakota Wealth Management's GXO Logistics position peaked at $1.88M in Q2 2024.
469 funds tracked by Wall St. Rank held GXO Logistics as of Q1 2026.

Based on Dakota Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.