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Wiser Advisor Group’s GXO Logistics GXO Stock Holding History

Wiser Advisor Group’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 		$19.6K Hold
387
– – 0.02% 139
2026
Q1 		$20.1K Hold
387
– – 0.02% 131
2025
Q4 		$20.4K Hold
387
– – 0.02% 135
2025
Q3 		$20.5K Buy
+387
New +$19.9K 0.03% 136
2025
Q2 		– Sell
-387
Closed -$15.1K – 129
2025
Q1 		$15.1K Hold
387
– – 0.02% 158
2024
Q4 		$16.8K Hold
387
– – 0.02% 158
2024
Q3 		$20.2K Hold
387
– – 0.03% 155
2024
Q2 		$19.5K Hold
387
– – 0.03% 151
2024
Q1 		$20.8K Hold
387
– – 0.03% 147
2023
Q4 		$23.7K Buy
+387
New +$21.7K 0.04% 137

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 $3.37T AUM 44.26% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Wiser Advisor Group's GXO Position: Q2 2026 in Review

Wiser Advisor Group held its GXO Logistics (GXO) position steady in Q2 2026 at 387 shares worth $19.6K. The position accounts for 0.02% of the portfolio, ranked #139.

Wiser Advisor Group first reported a position in GXO in Q4 2023 and has held it in 10 quarters since. The position peaked at $23.7K in Q4 2023. 480 funds tracked by Wall St. Rank hold GXO as of Q2 2026.

  • Wiser Advisor Group held 387 shares of GXO Logistics worth $19.6K as of Q2 2026.
  • Wiser Advisor Group left its GXO Logistics share count unchanged in Q2 2026.
  • GXO Logistics made up 0.02% of Wiser Advisor Group's portfolio in Q2 2026, its #139 holding.
  • Wiser Advisor Group first reported a position in GXO Logistics in Q4 2023 and has held it in 10 quarters since.
  • Wiser Advisor Group's GXO Logistics position peaked at $23.7K in Q4 2023.
  • 480 funds tracked by Wall St. Rank held GXO Logistics as of Q2 2026.

Based on Wiser Advisor Group's 13F filing for Q2 2026, filed 17 Aug 2026.