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Evelyn Partners Investment Management’s GXO Logistics GXO Stock Holding History

Evelyn Partners Investment 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
2025
Q4 		– Sell
-186
Closed -$9.84K – 419
2025
Q3 		$9.84K Hold
186
– – ﹤0.01% 353
2025
Q2 		$9.06K Hold
186
– – ﹤0.01% 363
2025
Q1 		$7.27K Hold
186
– – ﹤0.01% 368
2024
Q4 		$8.09K Buy
+186
New +$10.2K ﹤0.01% 370

Other funds holding GXO

OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
SHIM
Spruce House Investment Management New York $2.8B AUM 65.68% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Evelyn Partners Investment Management's GXO Position: Q4 2025 in Review

Evelyn Partners Investment Management sold out of GXO Logistics (GXO) in Q4 2025, closing a stake of 186 shares — an estimated $9.84K sold.

Evelyn Partners Investment Management first reported a position in GXO in Q4 2024 and held it in 4 quarters. The position peaked at $9.84K in Q3 2025. 473 funds tracked by Wall St. Rank hold GXO as of Q4 2025.

  • Evelyn Partners Investment Management reported no remaining GXO Logistics position as of Q4 2025 after selling out during the quarter.
  • Evelyn Partners Investment Management sold 186 GXO Logistics shares in Q4 2025, an estimated $9.84K.
  • Evelyn Partners Investment Management first reported a position in GXO Logistics in Q4 2024 and held it in 4 quarters.
  • Evelyn Partners Investment Management's GXO Logistics position peaked at $9.84K in Q3 2025.
  • 473 funds tracked by Wall St. Rank held GXO Logistics as of Q4 2025.

Based on Evelyn Partners Investment Management's 13F filing for Q4 2025, filed 13 Feb 2026.