IAA
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Independent Advisor Alliance’s GXO Logistics GXO Stock Holding History

Independent Advisor Alliance’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 		$1.11M Sell
21,923
-325
-1% -$16.8K 0.03% 432
2026
Q1 		$1.15M Sell
22,248
-2,375
-10% -$136K 0.01% 758
2025
Q4 		$1.3M Buy
24,623
+923
+4% +$48.5K 0.03% 402
2025
Q3 		$1.25M Buy
23,700
+1,607
+7% +$82.6K 0.03% 390
2025
Q2 		$1.08M Buy
22,093
+2,746
+14% +$109K 0.03% 401
2025
Q1 		$756K Buy
19,347
+804
+4% +$33.6K 0.03% 424
2024
Q4 		$807K Sell
18,543
-6,206
-25% -$342K 0.01% 794
2024
Q3 		$1.29M Buy
24,749
+2,338
+10% +$118K 0.05% 285
2024
Q2 		$1.13M Buy
22,411
+2,516
+13% +$127K 0.04% 303
2024
Q1 		$1.07M Sell
19,895
-5,620
-22% -$304K 0.04% 308
2023
Q4 		$1.56M Buy
25,515
+3,010
+13% +$169K 0.06% 242
2023
Q3 		$1.32M Buy
22,505
+1,880
+9% +$118K 0.06% 251
2023
Q2 		$1.3M Sell
20,625
-895
-4% -$50.2K 0.06% 266
2023
Q1 		$1.09M Sell
21,520
-775
-3% -$38.6K 0.05% 281
2022
Q4 		$260K Buy
22,295
+10,081
+83% +$404K 0.09% 123
2022
Q3 		$428K Buy
12,214
+606
+5% +$26.8K 0.03% 408
2022
Q2 		$502K Buy
11,608
+8,339
+255% +$462K 0.03% 365
2022
Q1 		$233K Sell
3,269
-5,055
-61% -$404K 0.01% 568
2021
Q4 		$756K Buy
8,324
+650
+8% +$58.4K 0.04% 315
2021
Q3 		$602K Buy
+7,674
New +$602K 0.03% 338

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 $3.38T AUM 44.17% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Independent Advisor Alliance's GXO Position: Q2 2026 in Review

Independent Advisor Alliance reduced its GXO Logistics (GXO) stake by 1.5% in Q2 2026, selling an estimated $16.8K and leaving 21,923 shares worth $1.11M. The position accounts for 0.03% of the portfolio, ranked #432.

Independent Advisor Alliance first reported a position in GXO in Q3 2021 and has held it in 20 quarters since. The position peaked at $1.56M in Q4 2023. 479 funds tracked by Wall St. Rank hold GXO as of Q2 2026.

  • Independent Advisor Alliance held 21,923 shares of GXO Logistics worth $1.11M as of Q2 2026.
  • Independent Advisor Alliance sold 325 GXO Logistics shares in Q2 2026, an estimated $16.8K.
  • GXO Logistics made up 0.03% of Independent Advisor Alliance's portfolio in Q2 2026, its #432 holding.
  • Independent Advisor Alliance first reported a position in GXO Logistics in Q3 2021 and has held it in 20 quarters since.
  • Independent Advisor Alliance's GXO Logistics position peaked at $1.56M in Q4 2023.
  • 479 funds tracked by Wall St. Rank held GXO Logistics as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.