SMA Capital’s GXO Logistics GXO Stock Holding History

SMA Capital’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	-76,249	Closed	-$3.95M	–	147
2026 Q1	$3.95M	Buy	76,249 +21,249	+39%	+$1.22M	1.71%	25
2025 Q4	$2.9M	Buy	+55,000	New	+$2.89M	1.39%	32

Other funds holding GXO

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

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 Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

SMA Capital's GXO Position: Q2 2026 in Review

SMA Capital sold out of GXO Logistics (GXO) in Q2 2026, closing a stake of 76,249 shares — an estimated $3.95M sold.

SMA Capital first reported a position in GXO in Q4 2025 and held it in 2 quarters. The position peaked at $3.95M in Q1 2026. 479 funds tracked by Wall St. Rank hold GXO as of Q2 2026.

SMA Capital reported no remaining GXO Logistics position as of Q2 2026 after selling out during the quarter.
SMA Capital sold 76,249 GXO Logistics shares in Q2 2026, an estimated $3.95M.
SMA Capital first reported a position in GXO Logistics in Q4 2025 and held it in 2 quarters.
SMA Capital's GXO Logistics position peaked at $3.95M in Q1 2026.
479 funds tracked by Wall St. Rank held GXO Logistics as of Q2 2026.

Based on SMA Capital's 13F filing for Q2 2026, filed 14 Aug 2026.