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Whalen Wealth Management’s GXO Logistics GXO Stock Holding History

Whalen 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
2026
Q1 		$250K Sell
4,827
-3,417
-41% -$196K 0.13% 165
2025
Q4 		$434K Sell
8,244
-5,683
-41% -$299K 0.23% 128
2025
Q3 		$737K Buy
13,927
+7,687
+123% +$395K 0.43% 53
2025
Q2 		$304K Buy
+6,240
New +$249K 0.19% 137

Other funds holding GXO

OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Whalen Wealth Management's GXO Position: Q1 2026 in Review

Whalen Wealth Management reduced its GXO Logistics (GXO) stake by 41% in Q1 2026, selling an estimated $196K and leaving 4,827 shares worth $250K. The position accounts for 0.13% of the portfolio, ranked #165.

Whalen Wealth Management first reported a position in GXO in Q2 2025 and has held it in 4 quarters since. The position peaked at $737K in Q3 2025. 469 funds tracked by Wall St. Rank hold GXO as of Q1 2026.

  • Whalen Wealth Management held 4,827 shares of GXO Logistics worth $250K as of Q1 2026.
  • Whalen Wealth Management sold 3,417 GXO Logistics shares in Q1 2026, an estimated $196K.
  • GXO Logistics made up 0.13% of Whalen Wealth Management's portfolio in Q1 2026, its #165 holding.
  • Whalen Wealth Management first reported a position in GXO Logistics in Q2 2025 and has held it in 4 quarters since.
  • Whalen Wealth Management's GXO Logistics position peaked at $737K in Q3 2025.
  • 469 funds tracked by Wall St. Rank held GXO Logistics as of Q1 2026.

Based on Whalen Wealth Management's 13F filing for Q1 2026, filed 13 Apr 2026.