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Life Planning Partners’s GXO Logistics GXO Stock Holding History

Life Planning Partners’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 		$307K Hold
6,055
– – 0.23% 58
2026
Q1 		$314K Hold
6,055
– – 0.24% 56
2025
Q4 		$319K Hold
6,055
– – 0.24% 56
2025
Q3 		$320K Hold
6,055
– – 0.23% 55
2025
Q2 		$295K Hold
6,055
– – 0.23% 56
2025
Q1 		$237K Hold
6,055
– – 0.21% 57
2024
Q4 		$263K Hold
6,055
– – 0.24% 51
2024
Q3 		$315K Hold
6,055
– – 0.28% 48
2024
Q2 		$306K Hold
6,055
– – 0.28% 48
2024
Q1 		$326K Hold
6,055
– – 0.32% 49
2023
Q4 		$370K Buy
+6,055
New +$339K 0.36% 47
2022
Q3 		$220K Hold
6,271
– – 0.25% 47
2022
Q2 		$271K Buy
6,271
+903
+17% +$50K 0.3% 42
2022
Q1 		$383K Hold
5,368
– – 0.39% 39
2021
Q4 		$488K Buy
+5,368
New +$482K 0.49% 35

Other funds holding GXO

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
MF
Milford Funds Auckland $6.14B AUM
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
PCM
Penn Capital Management Philadelphia, Pennsylvania $1.58B AUM 81.2% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Life Planning Partners's GXO Position: Q2 2026 in Review

Life Planning Partners held its GXO Logistics (GXO) position steady in Q2 2026 at 6,055 shares worth $307K. The position accounts for 0.23% of the portfolio, ranked #58.

Life Planning Partners first reported a position in GXO in Q4 2021 and has held it in 15 quarters since. The position peaked at $488K in Q4 2021. 176 funds tracked by Wall St. Rank hold GXO as of Q2 2026.

  • Life Planning Partners held 6,055 shares of GXO Logistics worth $307K as of Q2 2026.
  • Life Planning Partners left its GXO Logistics share count unchanged in Q2 2026.
  • GXO Logistics made up 0.23% of Life Planning Partners's portfolio in Q2 2026, its #58 holding.
  • Life Planning Partners first reported a position in GXO Logistics in Q4 2021 and has held it in 15 quarters since.
  • Life Planning Partners's GXO Logistics position peaked at $488K in Q4 2021.
  • 176 funds tracked by Wall St. Rank held GXO Logistics as of Q2 2026.

Based on Life Planning Partners's 13F filing for Q2 2026, filed 22 Jul 2026.