Root Financial Partners
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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
Q3 		$16.9K Buy
+381
New +$18.5K ﹤0.01% 1642
2026
Q2 		– Sell
-347
Closed -$18K – 1578
2026
Q1 		$18K Sell
347
-8
-2% -$458 ﹤0.01% 1381
2025
Q4 		$18.7K Buy
355
+53
+18% +$2.78K ﹤0.01% 1220
2025
Q3 		$16K Buy
+302
New +$15.5K ﹤0.01% 1226

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Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
River Road Asset Management
River Road Asset Management Louisville, Kentucky $8.42B AUM 5.65% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 20.64% 1-Year Est. Return
Fiduciary Management Inc
Fiduciary Management Inc Milwaukee, Wisconsin $6.55B AUM 7.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Root Financial Partners's GXO Position: Q3 2026 in Review

Root Financial Partners opened a new position in GXO Logistics (GXO) in Q3 2026: 381 shares worth $16.9K. The stake represents ﹤0.01% of the portfolio and ranks #1642 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in GXO as recently as Q1 2026.

Root Financial Partners first reported a position in GXO in Q3 2025 and has held it in 4 quarters since. The position peaked at $18.7K in Q4 2025. 363 funds tracked by Wall St. Rank hold GXO as of Q3 2026.

  • Root Financial Partners held 381 shares of GXO Logistics worth $16.9K as of Q3 2026.
  • GXO Logistics was a new Root Financial Partners position in Q3 2026.
  • GXO Logistics made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1642 holding.
  • Root Financial Partners first reported a position in GXO Logistics in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's GXO Logistics position peaked at $18.7K in Q4 2025.
  • 363 funds tracked by Wall St. Rank held GXO Logistics as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.