EWA
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EverSource Wealth Advisors’s GXO Logistics GXO Stock Holding History

EverSource Wealth Advisors’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 		$12K Sell
237
-85
-26% -$4.4K ﹤0.01% 2795
2026
Q1 		$16.7K Buy
322
+76
+31% +$4.35K ﹤0.01% 2619
2025
Q4 		$12.9K Sell
246
-168
-41% -$8.83K ﹤0.01% 2667
2025
Q3 		$21.9K Buy
414
+20
+5% +$1.03K ﹤0.01% 2301
2025
Q2 		$19.2K Buy
394
+339
+616% +$13.5K ﹤0.01% 2324
2025
Q1 		$2.15K Sell
55
-24
-30% -$1K ﹤0.01% 2898
2024
Q4 		$3.44K Sell
79
-33
-29% -$1.82K ﹤0.01% 2505
2024
Q3 		$5.83K Sell
112
-5
-4% -$253 ﹤0.01% 2165
2024
Q2 		$6.55K Hold
117
– – ﹤0.01% 2095
2024
Q1 		$5.81K Buy
117
+30
+34% +$1.62K ﹤0.01% 1976
2023
Q4 		$5.32K Buy
87
+54
+164% +$3.03K ﹤0.01% 1835
2023
Q3 		$1.94K Sell
33
-8
-20% -$500 ﹤0.01% 2011
2023
Q2 		$2.58K Buy
41
+7
+21% +$393 ﹤0.01% 1956
2023
Q1 		$1.72K Buy
34
+8
+31% +$398 ﹤0.01% 1981
2022
Q4 		$1.11K Hold
26
– – ﹤0.01% 2058
2022
Q3 		$1K Buy
26
+12
+86% +$530 ﹤0.01% 1818
2022
Q2 		$1K Hold
14
– – ﹤0.01% 1634
2022
Q1 		$1K Hold
14
– – ﹤0.01% 1643
2021
Q4 		$1K Buy
+14
New +$1.26K ﹤0.01% 1701

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

EverSource Wealth Advisors's GXO Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its GXO Logistics (GXO) stake by 26% in Q2 2026, selling an estimated $4.4K and leaving 237 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #2795.

EverSource Wealth Advisors first reported a position in GXO in Q4 2021 and has held it in 19 quarters since. The position peaked at $21.9K in Q3 2025. 479 funds tracked by Wall St. Rank hold GXO as of Q2 2026.

  • EverSource Wealth Advisors held 237 shares of GXO Logistics worth $12K as of Q2 2026.
  • EverSource Wealth Advisors sold 85 GXO Logistics shares in Q2 2026, an estimated $4.4K.
  • GXO Logistics made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2795 holding.
  • EverSource Wealth Advisors first reported a position in GXO Logistics in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's GXO Logistics position peaked at $21.9K in Q3 2025.
  • 479 funds tracked by Wall St. Rank held GXO Logistics as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.