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Rise Advisors’s GXO Logistics GXO Stock Holding History

Rise Advisors’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
2025
Q4 		– Sell
-352
Closed -$18.6K – 664
2025
Q3 		$18.6K Hold
352
– – 0.01% 624
2025
Q2 		$17.1K Hold
352
– – 0.01% 628
2025
Q1 		$13.8K Sell
352
-67
-16% -$2.8K 0.01% 762
2024
Q4 		$18.2K Hold
419
– – 0.01% 721
2024
Q3 		$21.8K Hold
419
– – 0.01% 633
2024
Q2 		$21.2K Hold
419
– – 0.01% 605
2024
Q1 		$22.5K Buy
+419
New +$22.6K 0.01% 572

Other funds holding GXO

OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
SHIM
Spruce House Investment Management New York $2.8B AUM 65.68% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return