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Strategic Wealth Partners’s GXO Logistics GXO Stock Holding History

Strategic Wealth 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 		– Sell
-1,824
Closed -$96K – 1511
2025
Q4 		$96K Hold
1,824
– – 0.01% 409
2025
Q3 		$96.5K Hold
1,824
– – 0.01% 440
2025
Q2 		$88.8K Buy
+1,824
New +$72.7K 0.01% 410

Other funds holding GXO

OAG
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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Strategic Wealth Partners's GXO Position: Q1 2026 in Review

Strategic Wealth Partners sold out of GXO Logistics (GXO) in Q1 2026, closing a stake of 1,824 shares — an estimated $96K sold.

Strategic Wealth Partners first reported a position in GXO in Q2 2025 and held it in 3 quarters. The position peaked at $96.5K in Q3 2025. 473 funds tracked by Wall St. Rank hold GXO as of Q1 2026.

  • Strategic Wealth Partners reported no remaining GXO Logistics position as of Q1 2026 after selling out during the quarter.
  • Strategic Wealth Partners sold 1,824 GXO Logistics shares in Q1 2026, an estimated $96K.
  • Strategic Wealth Partners first reported a position in GXO Logistics in Q2 2025 and held it in 3 quarters.
  • Strategic Wealth Partners's GXO Logistics position peaked at $96.5K in Q3 2025.
  • 473 funds tracked by Wall St. Rank held GXO Logistics as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.