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Trivant Custom Portfolio Group’s GXO Logistics GXO Stock Holding History

Trivant Custom Portfolio Group’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
-200
Closed -$7.82K – 140
2025
Q1 		$7.82K Hold
200
– – ﹤0.01% 157
2024
Q4 		$8.7K Buy
+200
New +$11K 0.01% 158

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

Trivant Custom Portfolio Group's GXO Position: Q2 2025 in Review

Trivant Custom Portfolio Group sold out of GXO Logistics (GXO) in Q2 2025, closing a stake of 200 shares — an estimated $7.82K sold.

Trivant Custom Portfolio Group first reported a position in GXO in Q4 2024 and held it in 2 quarters. The position peaked at $8.7K in Q4 2024. 448 funds tracked by Wall St. Rank hold GXO as of Q2 2025.

  • Trivant Custom Portfolio Group reported no remaining GXO Logistics position as of Q2 2025 after selling out during the quarter.
  • Trivant Custom Portfolio Group sold 200 GXO Logistics shares in Q2 2025, an estimated $7.82K.
  • Trivant Custom Portfolio Group first reported a position in GXO Logistics in Q4 2024 and held it in 2 quarters.
  • Trivant Custom Portfolio Group's GXO Logistics position peaked at $8.7K in Q4 2024.
  • 448 funds tracked by Wall St. Rank held GXO Logistics as of Q2 2025.

Based on Trivant Custom Portfolio Group's 13F filing for Q2 2025, filed 12 Aug 2025.