Formula Growth’s GXO Logistics GXO Stock Holding History

Formula Growth’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	$1.76M	Hold	34,000	–	–	0.8%	48
2025 Q4	$1.79M	Hold	34,000	–	–	0.69%	55
2025 Q3	$1.8M	Hold	34,000	–	–	0.64%	60
2025 Q2	$1.66M	Hold	34,000	–	–	0.63%	65
2025 Q1	$1.33M	Sell	34,000 -4,000	-11%	-$167K	0.54%	75
2024 Q4	$1.65M	Hold	38,000	–	–	0.56%	71
2024 Q3	$1.98M	Hold	38,000	–	–	0.68%	61
2024 Q2	$1.92M	Sell	38,000 -2,000	-5%	-$101K	0.7%	59
2024 Q1	$2.15M	Sell	40,000 -5,000	-11%	-$270K	0.69%	58
2023 Q4	$2.75M	Hold	45,000	–	–	0.88%	50
2023 Q3	$2.64M	Hold	45,000	–	–	0.9%	43
2023 Q2	$2.83M	Hold	45,000	–	–	0.9%	42
2023 Q1	$2.27M	Hold	45,000	–	–	0.73%	55
2022 Q4	$1.92M	Hold	45,000	–	–	0.56%	68
2022 Q3	$1.58M	Hold	45,000	–	–	0.45%	79
2022 Q2	$1.95M	Hold	45,000	–	–	0.54%	72
2022 Q1	$3.21M	Hold	45,000	–	–	0.61%	63
2021 Q4	$4.09M	Hold	45,000	–	–	0.73%	47
2021 Q3	$3.53M	Buy	+45,000	New	+$3.53M	0.51%	67

Other funds holding GXO

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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