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Principia Wealth Advisory’s GXO Logistics GXO Stock Holding History

Principia Wealth Advisory’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 		$456 Buy
9
+8
+800% +$414 ﹤0.01% 911
2026
Q1 		$52 Hold
1
– – ﹤0.01% 1042
2025
Q4 		$53 Buy
+1
New +$53 ﹤0.01% 1010

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

Principia Wealth Advisory's GXO Position: Q2 2026 in Review

Principia Wealth Advisory increased its GXO Logistics (GXO) stake by 800% in Q2 2026, buying an estimated $414 and bringing the position to 9 shares worth $456. The position accounts for ﹤0.01% of the portfolio, ranked #911.

Principia Wealth Advisory first reported a position in GXO in Q4 2025 and has held it in 3 quarters since. 480 funds tracked by Wall St. Rank hold GXO as of Q2 2026.

  • Principia Wealth Advisory held 9 shares of GXO Logistics worth $456 as of Q2 2026.
  • Principia Wealth Advisory bought 8 GXO Logistics shares in Q2 2026, an estimated $414.
  • GXO Logistics made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #911 holding.
  • Principia Wealth Advisory first reported a position in GXO Logistics in Q4 2025 and has held it in 3 quarters since.
  • 480 funds tracked by Wall St. Rank held GXO Logistics as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.