Private Trust Company’s GXO Logistics GXO Stock Holding History

Private Trust Company’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 Q1	$2.85K	Hold	55	–	–	﹤0.01%	2330
2025 Q4	$2.9K	Hold	55	–	–	﹤0.01%	2293
2025 Q3	$2.91K	Buy	55 +12	+28%	+$617	﹤0.01%	2286
2025 Q2	$2.09K	Sell	43 -51	-54%	-$2.03K	﹤0.01%	2260
2025 Q1	$3.67K	Buy	94 +51	+119%	+$2.13K	﹤0.01%	2137
2024 Q4	$1.87K	Hold	43	–	–	﹤0.01%	2179
2024 Q3	$2.24K	Hold	43	–	–	﹤0.01%	2144
2024 Q2	$2.17K	Sell	43 -1,322	-97%	-$66.7K	﹤0.01%	2142
2024 Q1	$73.4K	Sell	1,365 -510	-27%	-$27.6K	0.01%	981
2023 Q4	$115K	Hold	1,875	–	–	0.01%	793
2023 Q3	$110K	Sell	1,875 -208	-10%	-$13K	0.01%	766
2023 Q2	$131K	Hold	2,083	–	–	0.02%	716
2023 Q1	$105K	Hold	2,083	–	–	0.01%	750
2022 Q4	$89K	Buy	+2,083	New	+$83.5K	0.01%	772
2022 Q3	–	Sell	-7,543	Closed	-$326K	–	2095
2022 Q2	$326K	Buy	+7,543	New	+$417K	0.05%	369

Other funds holding GXO

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors

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

ClearBridge Investments

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

Focus Partners Wealth

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

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

River Road Asset Management Louisville, Kentucky $8.82B AUM 7.52% 1-Year Est. Return

Fidelity Investments

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