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Root Financial Partners’s GXO Logistics GXO Stock Holding History

Root Financial Partners’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 		$18K Sell
347
-8
-2% -$458 ﹤0.01% 1381
2025
Q4 		$18.7K Buy
355
+53
+18% +$2.79K ﹤0.01% 1220
2025
Q3 		$16K Buy
+302
New +$15.5K ﹤0.01% 1226

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 $8.99B AUM 12.83% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Root Financial Partners's GXO Position: Q1 2026 in Review

Root Financial Partners reduced its GXO Logistics (GXO) stake by 2.3% in Q1 2026, selling an estimated $458 and leaving 347 shares worth $18K. The position accounts for ﹤0.01% of the portfolio, ranked #1381.

Root Financial Partners first reported a position in GXO in Q3 2025 and has held it in 3 quarters since. The position peaked at $18.7K in Q4 2025. 469 funds tracked by Wall St. Rank hold GXO as of Q1 2026.

  • Root Financial Partners held 347 shares of GXO Logistics worth $18K as of Q1 2026.
  • Root Financial Partners sold 8 GXO Logistics shares in Q1 2026, an estimated $458.
  • GXO Logistics made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #1381 holding.
  • Root Financial Partners first reported a position in GXO Logistics in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's GXO Logistics position peaked at $18.7K in Q4 2025.
  • 469 funds tracked by Wall St. Rank held GXO Logistics as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.