Mendel Money Management’s GXO Logistics GXO Stock Holding History

Mendel Money 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	$444K	Sell	8,765 -7,250	-45%	-$375K	0.16%	103
2026 Q1	$830K	Sell	16,015 -2,630	-14%	-$151K	0.35%	80
2025 Q4	$981K	Sell	18,645 -8,895	-32%	-$467K	0.41%	71
2025 Q3	$1.46M	Sell	27,540 -26,030	-49%	-$1.34M	0.61%	48
2025 Q2	$2.61M	Sell	53,570 -5,700	-10%	-$227K	1.16%	31
2025 Q1	$2.32M	Sell	59,270 -5,340	-8%	-$223K	1.1%	33
2024 Q4	$2.81M	Sell	64,610 -7,751	-11%	-$427K	1.25%	28
2024 Q3	$3.77M	Buy	72,361 +1,780	+3%	+$90.2K	1.63%	22
2024 Q2	$3.56M	Buy	70,581 +5,738	+9%	+$290K	1.67%	20
2024 Q1	$3.49M	Buy	64,843 +2,485	+4%	+$134K	1.61%	22
2023 Q4	$3.81M	Buy	62,358 +2,288	+4%	+$128K	1.83%	19
2023 Q3	$3.52M	Buy	60,070 +14,370	+31%	+$899K	1.89%	20
2023 Q2	$2.87M	Buy	45,700 +29,550	+183%	+$1.66M	1.48%	25
2023 Q1	$815K	Buy	+16,150	New	+$804K	0.44%	51

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

Mendel Money Management's GXO Position: Q2 2026 in Review

Mendel Money Management reduced its GXO Logistics (GXO) stake by 45% in Q2 2026, selling an estimated $375K and leaving 8,765 shares worth $444K. The position accounts for 0.16% of the portfolio, ranked #103.

Mendel Money Management first reported a position in GXO in Q1 2023 and has held it in 14 quarters since. The position peaked at $3.81M in Q4 2023. 479 funds tracked by Wall St. Rank hold GXO as of Q2 2026.

Mendel Money Management held 8,765 shares of GXO Logistics worth $444K as of Q2 2026.
Mendel Money Management sold 7,250 GXO Logistics shares in Q2 2026, an estimated $375K.
GXO Logistics made up 0.16% of Mendel Money Management's portfolio in Q2 2026, its #103 holding.
Mendel Money Management first reported a position in GXO Logistics in Q1 2023 and has held it in 14 quarters since.
Mendel Money Management's GXO Logistics position peaked at $3.81M in Q4 2023.
479 funds tracked by Wall St. Rank held GXO Logistics as of Q2 2026.

Based on Mendel Money Management's 13F filing for Q2 2026, filed 30 Jul 2026.