Evermay Wealth Management’s GXO Logistics GXO Stock Holding History

Evermay 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
2025 Q4	–	Sell	-120	Closed	-$6.35K	–	582
2025 Q3	$6.35K	Hold	120	–	–	﹤0.01%	466
2025 Q2	$5.84K	Hold	120	–	–	﹤0.01%	472
2025 Q1	$4.69K	Buy	120 +5	+4%	+$209	﹤0.01%	489
2024 Q4	$5K	Hold	115	–	–	﹤0.01%	487
2024 Q3	$5.99K	Hold	115	–	–	﹤0.01%	494
2024 Q2	$5.81K	Buy	115 +90	+360%	+$4.54K	﹤0.01%	490
2024 Q1	$1.34K	Hold	25	–	–	﹤0.01%	557
2023 Q4	$1.53K	Buy	25 +15	+150%	+$840	﹤0.01%	535
2023 Q3	$587	Sell	10 -30	-75%	-$1.88K	﹤0.01%	535
2023 Q2	$2.51K	Hold	40	–	–	﹤0.01%	481
2023 Q1	$2.02K	Buy	40 +30	+300%	+$1.49K	﹤0.01%	481
2022 Q4	$427	Sell	10 -440	-98%	-$17.6K	﹤0.01%	529
2022 Q3	$16K	Sell	450 -270	-38%	-$11.9K	﹤0.01%	360
2022 Q2	$31K	Buy	720 +405	+129%	+$22.4K	0.01%	311
2022 Q1	$22K	Buy	+315	New	+$25.2K	﹤0.01%	361

Other funds holding GXO

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

SHIM

Spruce House Investment Management New York $3.4B AUM 30.65% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Evermay Wealth Management's GXO Position: Q4 2025 in Review

Evermay Wealth Management sold out of GXO Logistics (GXO) in Q4 2025, closing a stake of 120 shares — an estimated $6.35K sold.

Evermay Wealth Management first reported a position in GXO in Q1 2022 and held it in 15 quarters. The position peaked at $31K in Q2 2022. 473 funds tracked by Wall St. Rank hold GXO as of Q4 2025.

Evermay Wealth Management reported no remaining GXO Logistics position as of Q4 2025 after selling out during the quarter.
Evermay Wealth Management sold 120 GXO Logistics shares in Q4 2025, an estimated $6.35K.
Evermay Wealth Management first reported a position in GXO Logistics in Q1 2022 and held it in 15 quarters.
Evermay Wealth Management's GXO Logistics position peaked at $31K in Q2 2022.
473 funds tracked by Wall St. Rank held GXO Logistics as of Q4 2025.

Based on Evermay Wealth Management's 13F filing for Q4 2025, filed 22 Jan 2026.