Middleton & Co’s GXO Logistics GXO Stock Holding History

Middleton & Co’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
2025 Q4	–	Sell	-3,940	Closed	-$208K	–	166
2025 Q3	$208K	Sell	3,940 -350	-8%	-$18K	0.02%	163
2025 Q2	$209K	Sell	4,290 -1,940	-31%	-$77.3K	0.02%	159
2025 Q1	$243K	Sell	6,230 -15	-0.2%	-$626	0.03%	142
2024 Q4	$272K	Sell	6,245 -125	-2%	-$6.88K	0.03%	135
2024 Q3	$332K	Hold	6,370	–	–	0.04%	131
2024 Q2	$322K	Hold	6,370	–	–	0.04%	127
2024 Q1	$342K	Hold	6,370	–	–	0.04%	135
2023 Q4	$390K	Sell	6,370 -125	-2%	-$7K	0.05%	123
2023 Q3	$381K	Sell	6,495 -110	-2%	-$6.88K	0.05%	118
2023 Q2	$415K	Hold	6,605	–	–	0.06%	119
2023 Q1	$333K	Hold	6,605	–	–	0.05%	128
2022 Q4	$282K	Sell	6,605 -150	-2%	-$6.02K	0.04%	136
2022 Q3	$237K	Hold	6,755	–	–	0.04%	138
2022 Q2	$292K	Hold	6,755	–	–	0.04%	137
2022 Q1	$482K	Hold	6,755	–	–	0.05%	122
2021 Q4	$614K	Sell	6,755 -25	-0.4%	-$2.25K	0.06%	116
2021 Q3	$532K	Buy	+6,780	New	+$532K	0.06%	116

Other funds holding GXO

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

ClearBridge Investments

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Focus Partners Wealth

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Spruce House Investment Management New York $2.8B AUM 65.68% 1-Year Est. Return

Neuberger Berman Group

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return