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Summitry LLC’s GXO Logistics GXO Stock Holding History

Summitry LLC’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 		$58.2M Buy
1,148,726
+291,929
+34% +$15.1M 1.92% 18
2026
Q1 		$44.4M Sell
856,797
-37,796
-4% -$2.17M 1.57% 21
2025
Q4 		$47.1M Buy
894,593
+2,479
+0.3% +$130K 1.96% 19
2025
Q3 		$47.2M Buy
892,114
+760
+0.1% +$39.1K 1.99% 20
2025
Q2 		$43.4M Buy
891,354
+23,732
+3% +$946K 1.97% 20
2025
Q1 		$33.9M Buy
867,622
+207,750
+31% +$8.68M 1.71% 24
2024
Q4 		$28.7M Buy
659,872
+13,537
+2% +$745K 1.41% 27
2024
Q3 		$33.7M Buy
646,335
+471,622
+270% +$23.9M 1.61% 29
2024
Q2 		$8.82M Buy
+174,713
New +$8.82M 0.46% 35

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

Summitry LLC's GXO Position: Q2 2026 in Review

Summitry LLC increased its GXO Logistics (GXO) stake by 34% in Q2 2026, buying an estimated $15.1M and bringing the position to 1,148,726 shares worth $58.2M. The position accounts for 1.92% of the portfolio, ranked #18.

Summitry LLC first reported a position in GXO in Q2 2024 and has held it in 9 quarters since. 479 funds tracked by Wall St. Rank hold GXO as of Q2 2026.

  • Summitry LLC held 1,148,726 shares of GXO Logistics worth $58.2M as of Q2 2026.
  • Summitry LLC bought 291,929 GXO Logistics shares in Q2 2026, an estimated $15.1M.
  • GXO Logistics made up 1.92% of Summitry LLC's portfolio in Q2 2026, its #18 holding.
  • Summitry LLC first reported a position in GXO Logistics in Q2 2024 and has held it in 9 quarters since.
  • 479 funds tracked by Wall St. Rank held GXO Logistics as of Q2 2026.

Based on Summitry LLC's 13F filing for Q2 2026, filed 21 Jul 2026.