PWMG
GXO icon

Private Wealth Management Group’s GXO Logistics GXO Stock Holding History

Private Wealth Management Group’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 		$726 Hold
14
– – ﹤0.01% 1305
2025
Q4 		$737 Hold
14
– – ﹤0.01% 1324
2025
Q3 		$741 Hold
14
– – ﹤0.01% 1352
2025
Q2 		$682 Sell
14
-63
-82% -$2.51K ﹤0.01% 1357
2025
Q1 		$3.01K Buy
77
+11
+17% +$459 ﹤0.01% 920
2024
Q4 		$2.87K Hold
66
– – ﹤0.01% 959
2024
Q3 		$3.44K Hold
66
– – ﹤0.01% 873
2024
Q2 		$3.33K Hold
66
– – ﹤0.01% 875
2024
Q1 		$3.55K Buy
66
+34
+106% +$1.84K ﹤0.01% 748
2023
Q4 		$1.96K Buy
+32
New +$1.79K ﹤0.01% 991

Other funds holding GXO

OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RRAM
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