Glenn Welling’s GXO Logistics GXO Stock Holding History

Glenn Welling’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	$49.9M	Buy	984,769 +163,000	+20%	+$8.44M	15.26%	3
2026 Q1	$42.6M	Sell	821,769 -8,000	-1%	-$458K	14.04%	4
2025 Q4	$43.7M	Sell	829,769 -148,708	-15%	-$7.81M	11.14%	4
2025 Q3	$51.8M	Buy	978,477 +81,477	+9%	+$4.19M	12.7%	3
2025 Q2	$43.7M	Sell	897,000 -15,000	-2%	-$598K	12.22%	5
2025 Q1	$35.6M	Buy	+912,000	New	+$38.1M	9.09%	6

Other funds holding GXO

OAG

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

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 Malvern, Pennsylvania $4.68T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

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

Glenn Welling's GXO Position: Q2 2026 in Review

Glenn Welling increased its GXO Logistics (GXO) stake by 20% in Q2 2026, buying an estimated $8.44M and bringing the position to 984,769 shares worth $49.9M. The position accounts for 15.26% of the portfolio, ranked #3.

Glenn Welling first reported a position in GXO in Q1 2025 and has held it in 6 quarters since. The position peaked at $51.8M in Q3 2025. 476 funds tracked by Wall St. Rank hold GXO as of Q2 2026.

Glenn Welling held 984,769 shares of GXO Logistics worth $49.9M as of Q2 2026.
Glenn Welling bought 163,000 GXO Logistics shares in Q2 2026, an estimated $8.44M.
GXO Logistics made up 15.26% of Glenn Welling's portfolio in Q2 2026, its #3 holding.
Glenn Welling first reported a position in GXO Logistics in Q1 2025 and has held it in 6 quarters since.
Glenn Welling's GXO Logistics position peaked at $51.8M in Q3 2025.
476 funds tracked by Wall St. Rank held GXO Logistics as of Q2 2026.

Based on Engaged Capital's 13F filing for Q2 2026, filed 14 Aug 2026.