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Institute for Wealth Management’s GXO Logistics GXO Stock Holding History

Institute for Wealth Management’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 		$22.1K Buy
+436
New +$22.6K ﹤0.01% 1103

Other funds holding GXO

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
SCM
SG Capital Management Chicago, Illinois $1.21B AUM 70.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
MF
Milford Funds Auckland $6.14B AUM
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Institute for Wealth Management's GXO Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in GXO Logistics (GXO) in Q2 2026: 436 shares worth $22.1K. The stake represents ﹤0.01% of the portfolio and ranks #1103 among its holdings.

243 funds tracked by Wall St. Rank hold GXO as of Q2 2026.

  • Institute for Wealth Management held 436 shares of GXO Logistics worth $22.1K as of Q2 2026.
  • GXO Logistics was a new Institute for Wealth Management position in Q2 2026.
  • GXO Logistics made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1103 holding.
  • 243 funds tracked by Wall St. Rank held GXO Logistics as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.