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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
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% +$2.79K ﹤0.01% 1220
2025
Q3 		$16K Buy
+302
New +$15.5K ﹤0.01% 1226

Other funds holding GXO

OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SHIM
Spruce House Investment Management New York $3.4B AUM 30.65% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Root Financial Partners's GXO Position: Q2 2026 in Review

Root Financial Partners sold out of GXO Logistics (GXO) in Q2 2026, closing a stake of 347 shares — an estimated $18K sold.

Root Financial Partners first reported a position in GXO in Q3 2025 and held it in 3 quarters. The position peaked at $18.7K in Q4 2025. 479 funds tracked by Wall St. Rank hold GXO as of Q2 2026.

  • Root Financial Partners reported no remaining GXO Logistics position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 347 GXO Logistics shares in Q2 2026, an estimated $18K.
  • Root Financial Partners first reported a position in GXO Logistics in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's GXO Logistics position peaked at $18.7K in Q4 2025.
  • 479 funds tracked by Wall St. Rank held GXO Logistics as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.