Icon Wealth Advisors’s GXO Logistics GXO Stock Holding History

Icon 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
2025 Q3	–	Sell	-2,159	Closed	-$105K	–	533
2025 Q2	$105K	Buy	+2,159	New	+$86K	0.01%	499

Other funds holding GXO

OAG

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

SHIM

Spruce House Investment Management New York $2.8B AUM 65.68% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Icon Wealth Advisors's GXO Position: Q3 2025 in Review

Icon Wealth Advisors sold out of GXO Logistics (GXO) in Q3 2025, closing a stake of 2,159 shares — an estimated $105K sold.

Icon Wealth Advisors first reported a position in GXO in Q2 2025 and held it in 1 quarter. The position peaked at $105K in Q2 2025. 464 funds tracked by Wall St. Rank hold GXO as of Q3 2025.

Icon Wealth Advisors reported no remaining GXO Logistics position as of Q3 2025 after selling out during the quarter.
Icon Wealth Advisors sold 2,159 GXO Logistics shares in Q3 2025, an estimated $105K.
Icon Wealth Advisors first reported a position in GXO Logistics in Q2 2025 and held it in 1 quarter.
Icon Wealth Advisors's GXO Logistics position peaked at $105K in Q2 2025.
464 funds tracked by Wall St. Rank held GXO Logistics as of Q3 2025.

Based on Icon Wealth Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.