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
Q2 		$1.17M Sell
23,132
-1,121
-5% -$58.1K 0.02% 404
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 $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

Dakota Wealth Management's GXO Position: Q2 2026 in Review

Dakota Wealth Management reduced its GXO Logistics (GXO) stake by 4.6% in Q2 2026, selling an estimated $58.1K and leaving 23,132 shares worth $1.17M. The position accounts for 0.02% of the portfolio, ranked #404.

Dakota Wealth Management first reported a position in GXO in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.88M in Q2 2024. 480 funds tracked by Wall St. Rank hold GXO as of Q2 2026.

  • Dakota Wealth Management held 23,132 shares of GXO Logistics worth $1.17M as of Q2 2026.
  • Dakota Wealth Management sold 1,121 GXO Logistics shares in Q2 2026, an estimated $58.1K.
  • GXO Logistics made up 0.02% of Dakota Wealth Management's portfolio in Q2 2026, its #404 holding.
  • Dakota Wealth Management first reported a position in GXO Logistics in Q1 2024 and has held it in 10 quarters since.
  • Dakota Wealth Management's GXO Logistics position peaked at $1.88M in Q2 2024.
  • 480 funds tracked by Wall St. Rank held GXO Logistics as of Q2 2026.

Based on Dakota Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.