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 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	$253K	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

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

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 Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Marks Group Wealth Management's GXO Position: Q2 2026 in Review

Marks Group Wealth Management reduced its GXO Logistics (GXO) stake by 2% in Q2 2026, selling an estimated $5.18K and leaving 5,000 shares worth $254K. The position accounts for 0.02% of the portfolio, ranked #334.

Marks Group Wealth Management first reported a position in GXO in Q2 2022 and has held it in 15 quarters since. The position peaked at $314K in Q2 2023. 480 funds tracked by Wall St. Rank hold GXO as of Q2 2026.

Marks Group Wealth Management held 5,000 shares of GXO Logistics worth $254K as of Q2 2026.
Marks Group Wealth Management sold 100 GXO Logistics shares in Q2 2026, an estimated $5.18K.
GXO Logistics made up 0.02% of Marks Group Wealth Management's portfolio in Q2 2026, its #334 holding.
Marks Group Wealth Management first reported a position in GXO Logistics in Q2 2022 and has held it in 15 quarters since.
Marks Group Wealth Management's GXO Logistics position peaked at $314K in Q2 2023.
480 funds tracked by Wall St. Rank held GXO Logistics as of Q2 2026.

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