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Whipplewood Advisors’s GXO Logistics GXO Stock Holding History

Whipplewood 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
2026
Q2 		– Sell
-10
Closed -$519 – 826
2026
Q1 		$519 Buy
+10
New +$573 ﹤0.01% 979
2025
Q3 		– Sell
-16
Closed -$779 – 671
2025
Q2 		$779 Sell
16
-198
-93% -$7.89K ﹤0.01% 1055
2025
Q1 		$625 Buy
214
+182
+569% +$7.6K ﹤0.01% 1098
2024
Q4 		$1.39K Buy
+32
New +$1.76K ﹤0.01% 944

Other funds holding GXO

OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SHIM
Spruce House Investment Management New York $3.4B AUM 30.65% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Whipplewood Advisors's GXO Position: Q2 2026 in Review

Whipplewood Advisors sold out of GXO Logistics (GXO) in Q2 2026, closing a stake of 10 shares — an estimated $519 sold.

Whipplewood Advisors first reported a position in GXO in Q4 2024 and held it in 4 quarters. The position peaked at $1.39K in Q4 2024. 479 funds tracked by Wall St. Rank hold GXO as of Q2 2026.

  • Whipplewood Advisors reported no remaining GXO Logistics position as of Q2 2026 after selling out during the quarter.
  • Whipplewood Advisors sold 10 GXO Logistics shares in Q2 2026, an estimated $519.
  • Whipplewood Advisors first reported a position in GXO Logistics in Q4 2024 and held it in 4 quarters.
  • Whipplewood Advisors's GXO Logistics position peaked at $1.39K in Q4 2024.
  • 479 funds tracked by Wall St. Rank held GXO Logistics as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.