Douglas Lane & Associates’s GXO Logistics GXO Stock Holding History

Douglas Lane & Associates’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	$14.5M	Sell	286,516 -47,110	-14%	-$2.44M	0.2%	110
2026 Q1	$17.3M	Sell	333,626 -65,056	-16%	-$3.73M	0.25%	106
2025 Q4	$21M	Sell	398,682 -21,169	-5%	-$1.11M	0.29%	102
2025 Q3	$22.2M	Sell	419,851 -60,450	-13%	-$3.11M	0.31%	101
2025 Q2	$23.4M	Sell	480,301 -9,135	-2%	-$364K	0.34%	96
2025 Q1	$19.1M	Buy	489,436 +8,883	+2%	+$371K	0.28%	102
2024 Q4	$20.9M	Buy	480,553 +31,015	+7%	+$1.71M	0.29%	100
2024 Q3	$23.4M	Sell	449,538 -19,405	-4%	-$983K	0.32%	96
2024 Q2	$23.7M	Buy	468,943 +5,601	+1%	+$283K	0.34%	95
2024 Q1	$24.9M	Buy	463,342 +8,224	+2%	+$445K	0.35%	92
2023 Q4	$27.8M	Sell	455,118 -51,607	-10%	-$2.89M	0.43%	85
2023 Q3	$29.7M	Sell	506,725 -24,938	-5%	-$1.56M	0.5%	75
2023 Q2	$33.4M	Sell	531,663 -25,359	-5%	-$1.42M	0.54%	70
2023 Q1	$28.1M	Sell	557,022 -13,133	-2%	-$653K	0.47%	77
2022 Q4	$24.3M	Sell	570,155 -24,102	-4%	-$967K	0.41%	88
2022 Q3	$20.8M	Sell	594,257 -3,323	-0.6%	-$147K	0.39%	93
2022 Q2	$25.9M	Sell	597,580 -12,510	-2%	-$692K	0.44%	86
2022 Q1	$43.5M	Sell	610,090 -35,005	-5%	-$2.8M	0.61%	69
2021 Q4	$58.6M	Sell	645,095 -45,628	-7%	-$4.1M	0.78%	51
2021 Q3	$54.2M	Buy	+690,723	New	+$54.2M	0.78%	51

Other funds holding GXO

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Kirr Marbach & Co Columbus, Indiana $594M AUM 34% 1-Year Est. Return

Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return

FNY Investment Advisers New York $277M AUM 98.95% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

First Bank & Trust Brookings, South Dakota $680M AUM 25.36% 1-Year Est. Return