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Oak Thistle LLC’s GXO Logistics GXO Stock Holding History

Oak Thistle LLC’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 		$441K Buy
8,692
+2,411
+38% +$125K 0.04% 434
2026
Q1 		$326K Sell
6,281
-5,497
-47% -$315K 0.03% 423
2025
Q4 		$620K Buy
11,778
+3,917
+50% +$206K 0.09% 405
2025
Q3 		$416K Sell
7,861
-8,587
-52% -$442K 0.06% 397
2025
Q2 		$801K Buy
+16,448
New +$655K 0.12% 302
2024
Q1 		– Sell
-6,952
Closed -$425K – 397
2023
Q4 		$425K Buy
+6,952
New +$390K 0.12% 310

Other funds holding GXO

OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
BlackRock
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
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
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

Oak Thistle LLC's GXO Position: Q2 2026 in Review

Oak Thistle LLC increased its GXO Logistics (GXO) stake by 38% in Q2 2026, buying an estimated $125K and bringing the position to 8,692 shares worth $441K. The position accounts for 0.04% of the portfolio, ranked #434.

Oak Thistle LLC first reported a position in GXO in Q4 2023 and has held it in 6 quarters since. The position peaked at $801K in Q2 2025. 480 funds tracked by Wall St. Rank hold GXO as of Q2 2026.

  • Oak Thistle LLC held 8,692 shares of GXO Logistics worth $441K as of Q2 2026.
  • Oak Thistle LLC bought 2,411 GXO Logistics shares in Q2 2026, an estimated $125K.
  • GXO Logistics made up 0.04% of Oak Thistle LLC's portfolio in Q2 2026, its #434 holding.
  • Oak Thistle LLC first reported a position in GXO Logistics in Q4 2023 and has held it in 6 quarters since.
  • Oak Thistle LLC's GXO Logistics position peaked at $801K in Q2 2025.
  • 480 funds tracked by Wall St. Rank held GXO Logistics as of Q2 2026.

Based on Oak Thistle LLC's 13F filing for Q2 2026, filed 21 Jul 2026.