Larson Financial Group’s GXO Logistics GXO Stock Holding History

Larson Financial Group’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	$61.4K	Buy	1,184 +517	+78%	+$29.6K	﹤0.01%	1239
2025 Q4	$35.1K	Buy	667 +139	+26%	+$7.3K	﹤0.01%	1418
2025 Q3	$27.9K	Buy	528 +152	+40%	+$7.82K	﹤0.01%	1456
2025 Q2	$18.3K	Sell	376 -341	-48%	-$13.6K	﹤0.01%	1527
2025 Q1	$28K	Buy	717 +689	+2,461%	+$28.8K	﹤0.01%	1236
2024 Q4	$1.22K	Sell	28 -25	-47%	-$1.38K	﹤0.01%	1984
2024 Q3	$2.76K	Buy	+53	New	+$2.69K	﹤0.01%	1796
2023 Q2	–	Sell	-686	Closed	-$34.6K	–	1597
2023 Q1	$34.6K	Hold	686	–	–	﹤0.01%	621
2022 Q4	$29.3K	Sell	686 -16,952	-96%	-$680K	﹤0.01%	621
2022 Q3	$618K	Buy	17,638 +17,320	+5,447%	+$765K	0.09%	154
2022 Q2	$14K	Buy	+318	New	+$17.6K	﹤0.01%	625

Other funds holding GXO

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

BlackRock New York $5.72T 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