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SVB Wealth’s GXO Logistics GXO Stock Holding History

SVB Wealth’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
2025
Q2 		– Sell
-305
Closed -$11.9K – 988
2025
Q1 		$11.9K Buy
+305
New +$12.7K ﹤0.01% 849
2023
Q1 		– Sell
-5,937
Closed -$253K – 1043
2022
Q4 		$253K Buy
+5,937
New +$238K ﹤0.01% 812
2022
Q3 		– Sell
-12,064
Closed -$522K – 1002
2022
Q2 		$522K Buy
12,064
+1,061
+10% +$58.7K 0.01% 436
2022
Q1 		$785K Buy
11,003
+7,220
+191% +$577K 0.01% 364
2021
Q4 		$344K Sell
3,783
-7,641
-67% -$687K 0.01% 540
2021
Q3 		$897K Buy
+11,424
New +$896K 0.01% 421

Other funds holding GXO

OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SHIM
Spruce House Investment Management New York $3.4B AUM 30.65% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

SVB Wealth's GXO Position: Q2 2025 in Review

SVB Wealth sold out of GXO Logistics (GXO) in Q2 2025, closing a stake of 305 shares — an estimated $11.9K sold.

SVB Wealth first reported a position in GXO in Q3 2021 and held it in 6 quarters. The position peaked at $897K in Q3 2021. 448 funds tracked by Wall St. Rank hold GXO as of Q2 2025.

  • SVB Wealth reported no remaining GXO Logistics position as of Q2 2025 after selling out during the quarter.
  • SVB Wealth sold 305 GXO Logistics shares in Q2 2025, an estimated $11.9K.
  • SVB Wealth first reported a position in GXO Logistics in Q3 2021 and held it in 6 quarters.
  • SVB Wealth's GXO Logistics position peaked at $897K in Q3 2021.
  • 448 funds tracked by Wall St. Rank held GXO Logistics as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.