SPIA
GXO icon

Steward Partners Investment Advisory’s GXO Logistics GXO Stock Holding History

Steward Partners Investment Advisory’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 		$684K Buy
13,196
+12,833
+3,535% +$735K ﹤0.01% 1360
2025
Q4 		$19.1K Sell
363
-4,000
-92% -$210K ﹤0.01% 3163
2025
Q3 		$231K Hold
4,363
– – ﹤0.01% 1793
2025
Q2 		$212K Sell
4,363
-300
-6% -$12K ﹤0.01% 1739
2025
Q1 		$182K Buy
4,663
+3,852
+475% +$161K ﹤0.01% 1693
2024
Q4 		$35.3K Buy
811
+151
+23% +$8.31K ﹤0.01% 2524
2024
Q3 		$34.4K Hold
660
– – ﹤0.01% 2420
2024
Q2 		$33.3K Sell
660
-148
-18% -$7.47K ﹤0.01% 2296
2024
Q1 		$43.4K Sell
808
-692
-46% -$37.4K ﹤0.01% 2185
2023
Q4 		$91.7K Buy
1,500
+100
+7% +$5.6K ﹤0.01% 1734
2023
Q3 		$82.1K Hold
1,400
– – ﹤0.01% 1670
2023
Q2 		$87.9K Hold
1,400
– – ﹤0.01% 1642
2023
Q1 		$70.6K Sell
1,400
-1,018
-42% -$50.6K ﹤0.01% 1721
2022
Q4 		$103K Sell
2,418
-5,249
-68% -$211K ﹤0.01% 1532
2022
Q3 		$269K Sell
7,667
-775
-9% -$34.2K 0.01% 1077
2022
Q2 		$365K Buy
8,442
+532
+7% +$29.4K 0.01% 958
2022
Q1 		$564K Sell
7,910
-80
-1% -$6.39K 0.01% 886
2021
Q4 		$726K Sell
7,990
-225
-3% -$20.2K 0.01% 808
2021
Q3 		$644K Buy
+8,215
New +$644K 0.01% 827

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

Steward Partners Investment Advisory's GXO Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its GXO Logistics (GXO) stake by 3,535% in Q1 2026, buying an estimated $735K and bringing the position to 13,196 shares worth $684K. The position accounts for ﹤0.01% of the portfolio, ranked #1360.

Steward Partners Investment Advisory first reported a position in GXO in Q3 2021 and has held it in 19 quarters since. The position peaked at $726K in Q4 2021. 470 funds tracked by Wall St. Rank hold GXO as of Q1 2026.

  • Steward Partners Investment Advisory held 13,196 shares of GXO Logistics worth $684K as of Q1 2026.
  • Steward Partners Investment Advisory bought 12,833 GXO Logistics shares in Q1 2026, an estimated $735K.
  • GXO Logistics made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #1360 holding.
  • Steward Partners Investment Advisory first reported a position in GXO Logistics in Q3 2021 and has held it in 19 quarters since.
  • Steward Partners Investment Advisory's GXO Logistics position peaked at $726K in Q4 2021.
  • 470 funds tracked by Wall St. Rank held GXO Logistics as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.