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Summit Trail Advisors’s GXO Logistics GXO Stock Holding History

Summit Trail Advisors’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 		$700K Buy
13,801
+3,472
+34% +$180K 0.01% 1120
2026
Q1 		$536K Buy
10,329
+1,251
+14% +$71.7K 0.01% 1146
2025
Q4 		$478K Buy
9,078
+2,587
+40% +$136K 0.01% 1090
2025
Q3 		$343K Buy
+6,491
New +$334K ﹤0.01% 1169

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

Summit Trail Advisors's GXO Position: Q2 2026 in Review

Summit Trail Advisors increased its GXO Logistics (GXO) stake by 34% in Q2 2026, buying an estimated $180K and bringing the position to 13,801 shares worth $700K. The position accounts for 0.01% of the portfolio, ranked #1120.

Summit Trail Advisors first reported a position in GXO in Q3 2025 and has held it in 4 quarters since. 480 funds tracked by Wall St. Rank hold GXO as of Q2 2026.

  • Summit Trail Advisors held 13,801 shares of GXO Logistics worth $700K as of Q2 2026.
  • Summit Trail Advisors bought 3,472 GXO Logistics shares in Q2 2026, an estimated $180K.
  • GXO Logistics made up 0.01% of Summit Trail Advisors's portfolio in Q2 2026, its #1120 holding.
  • Summit Trail Advisors first reported a position in GXO Logistics in Q3 2025 and has held it in 4 quarters since.
  • 480 funds tracked by Wall St. Rank held GXO Logistics as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.