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Tred Avon Family Wealth’s GXO Logistics GXO Stock Holding History

Tred Avon Family 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
2026
Q1 		$414K Sell
7,992
-120
-1% -$6.88K 0.14% 189
2025
Q4 		$427K Sell
8,112
-125
-2% -$6.57K 0.14% 167
2025
Q3 		$436K Buy
+8,237
New +$424K 0.15% 163

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

Tred Avon Family Wealth's GXO Position: Q1 2026 in Review

Tred Avon Family Wealth reduced its GXO Logistics (GXO) stake by 1.5% in Q1 2026, selling an estimated $6.88K and leaving 7,992 shares worth $414K. The position accounts for 0.14% of the portfolio, ranked #189.

Tred Avon Family Wealth first reported a position in GXO in Q3 2025 and has held it in 3 quarters since. The position peaked at $436K in Q3 2025. 470 funds tracked by Wall St. Rank hold GXO as of Q1 2026.

  • Tred Avon Family Wealth held 7,992 shares of GXO Logistics worth $414K as of Q1 2026.
  • Tred Avon Family Wealth sold 120 GXO Logistics shares in Q1 2026, an estimated $6.88K.
  • GXO Logistics made up 0.14% of Tred Avon Family Wealth's portfolio in Q1 2026, its #189 holding.
  • Tred Avon Family Wealth first reported a position in GXO Logistics in Q3 2025 and has held it in 3 quarters since.
  • Tred Avon Family Wealth's GXO Logistics position peaked at $436K in Q3 2025.
  • 470 funds tracked by Wall St. Rank held GXO Logistics as of Q1 2026.

Based on Tred Avon Family Wealth's 13F filing for Q1 2026, filed 22 Apr 2026.