U.S. Capital Wealth Advisors
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U.S. Capital Wealth Advisors’s GXO Logistics GXO Stock Holding History

U.S. Capital Wealth Advisors’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
Q1 		– Sell
-6,550
Closed -$285K – 864
2024
Q4 		$285K Buy
6,550
+200
+3% +$11K 0.01% 701
2024
Q3 		$331K Sell
6,350
-303
-5% -$15.4K 0.01% 568
2024
Q2 		$336K Sell
6,653
-417
-6% -$21K 0.01% 545
2024
Q1 		$380K Buy
7,070
+15
+0.2% +$811 0.01% 517
2023
Q4 		$431K Buy
7,055
+2
+0% +$112 0.02% 477
2023
Q3 		$414K Hold
7,053
– – 0.02% 461
2023
Q2 		$443K Sell
7,053
-472
-6% -$26.5K 0.02% 461
2023
Q1 		$380K Sell
7,525
-1,297
-15% -$64.5K 0.02% 490
2022
Q4 		$377K Buy
8,822
+91
+1% +$3.65K 0.02% 499
2022
Q3 		$306K Sell
8,731
-144
-2% -$6.36K 0.02% 513
2022
Q2 		$384K Sell
8,875
-4,056
-31% -$224K 0.02% 517
2022
Q1 		$923K Sell
12,931
-379
-3% -$30.3K 0.03% 409
2021
Q4 		$1.21M Sell
13,310
-270
-2% -$24.3K 0.05% 357
2021
Q3 		$1.06M Buy
+13,580
New +$1.06M 0.05% 372

Other funds holding GXO

Orbis Allan Gray
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
SHIM
Spruce House Investment Management New York $3.4B AUM 30.65% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Perpetual Ltd
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return

U.S. Capital Wealth Advisors's GXO Position: Q1 2025 in Review

U.S. Capital Wealth Advisors sold out of GXO Logistics (GXO) in Q1 2025, closing a stake of 6,550 shares — an estimated $285K sold.

U.S. Capital Wealth Advisors first reported a position in GXO in Q3 2021 and held it in 14 quarters. The position peaked at $1.21M in Q4 2021. 427 funds tracked by Wall St. Rank hold GXO as of Q1 2025.

  • U.S. Capital Wealth Advisors reported no remaining GXO Logistics position as of Q1 2025 after selling out during the quarter.
  • U.S. Capital Wealth Advisors sold 6,550 GXO Logistics shares in Q1 2025, an estimated $285K.
  • U.S. Capital Wealth Advisors first reported a position in GXO Logistics in Q3 2021 and held it in 14 quarters.
  • U.S. Capital Wealth Advisors's GXO Logistics position peaked at $1.21M in Q4 2021.
  • 427 funds tracked by Wall St. Rank held GXO Logistics as of Q1 2025.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2025, filed 29 Apr 2025.