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Pinnacle Wealth Planning Services’s GXO Logistics GXO Stock Holding History

Pinnacle Wealth Planning 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 		$1.62K Sell
32
-14
-30% -$725 ﹤0.01% 2507
2026
Q1 		$2.38K Buy
46
+14
+44% +$802 ﹤0.01% 2417
2025
Q4 		$1.68K Buy
+32
New +$1.68K ﹤0.01% 2514

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

Pinnacle Wealth Planning Services's GXO Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its GXO Logistics (GXO) stake by 30% in Q2 2026, selling an estimated $725 and leaving 32 shares worth $1.62K. The position accounts for ﹤0.01% of the portfolio, ranked #2507.

Pinnacle Wealth Planning Services first reported a position in GXO in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.38K in Q1 2026. 480 funds tracked by Wall St. Rank hold GXO as of Q2 2026.

  • Pinnacle Wealth Planning Services held 32 shares of GXO Logistics worth $1.62K as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 14 GXO Logistics shares in Q2 2026, an estimated $725.
  • GXO Logistics made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2507 holding.
  • Pinnacle Wealth Planning Services first reported a position in GXO Logistics in Q4 2025 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's GXO Logistics position peaked at $2.38K in Q1 2026.
  • 480 funds tracked by Wall St. Rank held GXO Logistics as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.