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Diversify Wealth Management’s GXO Logistics GXO Stock Holding History

Diversify 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 		$313K Buy
5,684
+1,839
+48% +$105K 0.01% 944
2025
Q4 		$221K Sell
3,845
-123
-3% -$6.46K 0.01% 582
2025
Q3 		$220K Sell
3,968
-252
-6% -$13K 0.01% 508
2025
Q2 		$217K Buy
+4,220
New +$168K 0.01% 507
2025
Q1 		– Sell
-4,915
Closed -$211K – 524
2024
Q4 		$211K Sell
4,915
-141
-3% -$7.76K 0.02% 486
2024
Q3 		$311K Sell
5,056
-386
-7% -$19.6K 0.03% 392
2024
Q2 		$269K Buy
+5,442
New +$275K 0.03% 372

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