VWM
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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

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
SHIM
Spruce House Investment Management New York $2.8B AUM 65.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $6.52B AUM 28.85% 1-Year Est. Return