TWD
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True Wealth Design’s GXO Logistics GXO Stock Holding History

True Wealth Design’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
Q4 		– Sell
-1
Closed -$47 – 2667
2025
Q3 		$47 Hold
1
– – ﹤0.01% 2581
2025
Q2 		$43 Sell
1
-7
-88% -$279 ﹤0.01% 2412
2025
Q1 		$308 Sell
8
-5
-38% -$209 ﹤0.01% 1759
2024
Q4 		$561 Buy
+13
New +$716 ﹤0.01% 1070
2024
Q3 		– Sell
-295
Closed -$14.9K – 1296
2024
Q2 		$14.9K Hold
295
– – ﹤0.01% 222
2024
Q1 		$15.9K Hold
295
– – ﹤0.01% 224
2023
Q4 		$18K Buy
+295
New +$16.5K 0.01% 208

Other funds holding GXO

OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
SHIM
Spruce House Investment Management New York $2.8B AUM 65.68% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return