VWM
GXO icon

Venturi Wealth Management’s GXO Logistics GXO Stock Holding History

Venturi Wealth Management’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
-37
Closed -$1.61K – 1112
2024
Q4 		$1.61K Hold
37
– – ﹤0.01% 1876
2024
Q3 		$1.93K Hold
37
– – ﹤0.01% 1674
2024
Q2 		$1.87K Hold
37
– – ﹤0.01% 1373
2024
Q1 		$1.99K Hold
37
– – ﹤0.01% 1256
2023
Q4 		$2.26K Hold
37
– – ﹤0.01% 1193
2023
Q3 		$2.17K Hold
37
– – ﹤0.01% 1154
2023
Q2 		$2.33K Hold
37
– – ﹤0.01% 899
2023
Q1 		$1.87K Buy
+37
New +$1.84K ﹤0.01% 1022

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

Venturi Wealth Management's GXO Position: Q1 2025 in Review

Venturi Wealth Management sold out of GXO Logistics (GXO) in Q1 2025, closing a stake of 37 shares — an estimated $1.61K sold.

Venturi Wealth Management first reported a position in GXO in Q1 2023 and held it in 8 quarters. The position peaked at $2.33K in Q2 2023. 427 funds tracked by Wall St. Rank hold GXO as of Q1 2025.

  • Venturi Wealth Management reported no remaining GXO Logistics position as of Q1 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 37 GXO Logistics shares in Q1 2025, an estimated $1.61K.
  • Venturi Wealth Management first reported a position in GXO Logistics in Q1 2023 and held it in 8 quarters.
  • Venturi Wealth Management's GXO Logistics position peaked at $2.33K in Q2 2023.
  • 427 funds tracked by Wall St. Rank held GXO Logistics as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.