OIS
GXO icon

Okabena Investment Services’s GXO Logistics GXO Stock Holding History

Okabena Investment Services’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 		$454K Sell
8,964
-3,417
-28% -$177K 0.08% 116
2026
Q1 		$642K Sell
12,381
-733
-6% -$42K 0.12% 104
2025
Q4 		$690K Buy
+13,114
New +$689K 0.13% 100

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 $3.38T AUM 44.17% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Okabena Investment Services's GXO Position: Q2 2026 in Review

Okabena Investment Services reduced its GXO Logistics (GXO) stake by 28% in Q2 2026, selling an estimated $177K and leaving 8,964 shares worth $454K. The position accounts for 0.08% of the portfolio, ranked #116.

Okabena Investment Services first reported a position in GXO in Q4 2025 and has held it in 3 quarters since. The position peaked at $690K in Q4 2025. 479 funds tracked by Wall St. Rank hold GXO as of Q2 2026.

  • Okabena Investment Services held 8,964 shares of GXO Logistics worth $454K as of Q2 2026.
  • Okabena Investment Services sold 3,417 GXO Logistics shares in Q2 2026, an estimated $177K.
  • GXO Logistics made up 0.08% of Okabena Investment Services's portfolio in Q2 2026, its #116 holding.
  • Okabena Investment Services first reported a position in GXO Logistics in Q4 2025 and has held it in 3 quarters since.
  • Okabena Investment Services's GXO Logistics position peaked at $690K in Q4 2025.
  • 479 funds tracked by Wall St. Rank held GXO Logistics as of Q2 2026.

Based on Okabena Investment Services's 13F filing for Q2 2026, filed 4 Aug 2026.