Marks Group Wealth Management’s GXO Logistics GXO Stock Holding History

Marks Group 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 Q3	$222K	Hold	5,000	–	–	0.02%	348
2026 Q2	$254K	Sell	5,000 -100	-2%	-$5.18K	0.02%	334
2026 Q1	$264K	Hold	5,100	–	–	0.03%	309
2025 Q4	$268K	Hold	5,100	–	–	0.03%	299
2025 Q3	$270K	Buy	5,100 +100	+2%	+$5.14K	0.03%	267
2025 Q2	$244K	Buy	+5,000	New	+$199K	0.02%	273
2025 Q1	–	Sell	-5,000	Closed	-$218K	–	305
2024 Q4	$218K	Hold	5,000	–	–	0.02%	278
2024 Q3	$260K	Hold	5,000	–	–	0.02%	270
2024 Q2	$252K	Hold	5,000	–	–	0.03%	274
2024 Q1	$269K	Hold	5,000	–	–	0.03%	273
2023 Q4	$306K	Hold	5,000	–	–	0.03%	262
2023 Q3	$293K	Hold	5,000	–	–	0.04%	243
2023 Q2	$314K	Hold	5,000	–	–	0.04%	246
2023 Q1	$252K	Hold	5,000	–	–	0.03%	258
2022 Q4	$213K	Buy	+5,000	New	+$201K	0.03%	266
2022 Q3	–	Sell	-5,000	Closed	-$216K	–	287
2022 Q2	$216K	Buy	+5,000	New	+$277K	0.03%	274

Other funds holding GXO

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

River Road Asset Management Louisville, Kentucky $8.42B AUM 5.65% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 20.64% 1-Year Est. Return

Fiduciary Management Inc Milwaukee, Wisconsin $6.55B AUM 7.49% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Marks Group Wealth Management's GXO Position: Q3 2026 in Review

Marks Group Wealth Management held its GXO Logistics (GXO) position steady in Q3 2026 at 5,000 shares worth $222K. The position accounts for 0.02% of the portfolio, ranked #348.

Marks Group Wealth Management first reported a position in GXO in Q2 2022 and has held it in 16 quarters since. The position peaked at $314K in Q2 2023. 363 funds tracked by Wall St. Rank hold GXO as of Q3 2026.

Marks Group Wealth Management held 5,000 shares of GXO Logistics worth $222K as of Q3 2026.
Marks Group Wealth Management left its GXO Logistics share count unchanged in Q3 2026.
GXO Logistics made up 0.02% of Marks Group Wealth Management's portfolio in Q3 2026, its #348 holding.
Marks Group Wealth Management first reported a position in GXO Logistics in Q2 2022 and has held it in 16 quarters since.
Marks Group Wealth Management's GXO Logistics position peaked at $314K in Q2 2023.
363 funds tracked by Wall St. Rank held GXO Logistics as of Q3 2026.

Based on Marks Group Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.