BCM
QXO

Barrier Capital Management’s QXO Inc QXO Stock Holding History

Barrier Capital Management’s Portfolio QXO Stock Details QXO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$20.1M Sell
1,163,627
-80,361
-6% -$1.5M 14.7% 2
2026
Q1 		$24.2M Sell
1,243,988
-352,635
-22% -$8.07M 21.21% 1
2025
Q4 		$30.8M Buy
1,596,623
+123,045
+8% +$2.36M 22.66% 1
2025
Q3 		$28.1M Buy
1,473,578
+183,793
+14% +$3.81M 20.79% 1
2025
Q2 		$27.8M Sell
1,289,785
-43,700
-3% -$718K 18.96% 1
2025
Q1 		$18.1M Buy
1,333,485
+106,074
+9% +$1.44M 17.28% 1
2024
Q4 		$19.5M Buy
1,227,411
+594,604
+94% +$9.36M 15.74% 2
2024
Q3 		$9.98M Buy
+632,807
New +$18.5M 9.26% 3

Other funds holding QXO

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AP
Affinity Partners Sunny Isles Beach, Florida $565M AUM 19.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
FAM
Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Barrier Capital Management's QXO Position: Q2 2026 in Review

Barrier Capital Management reduced its QXO Inc (QXO) stake by 6.5% in Q2 2026, selling an estimated $1.5M and leaving 1,163,627 shares worth $20.1M. The position accounts for 14.7% of the portfolio, ranked #2.

Barrier Capital Management first reported a position in QXO in Q3 2024 and has held it in 8 quarters since. The position peaked at $30.8M in Q4 2025. 644 funds tracked by Wall St. Rank hold QXO as of Q2 2026.

  • Barrier Capital Management held 1,163,627 shares of QXO Inc worth $20.1M as of Q2 2026.
  • Barrier Capital Management sold 80,361 QXO Inc shares in Q2 2026, an estimated $1.5M.
  • QXO Inc made up 14.7% of Barrier Capital Management's portfolio in Q2 2026, its #2 holding.
  • Barrier Capital Management first reported a position in QXO Inc in Q3 2024 and has held it in 8 quarters since.
  • Barrier Capital Management's QXO Inc position peaked at $30.8M in Q4 2025.
  • 644 funds tracked by Wall St. Rank held QXO Inc as of Q2 2026.

Based on Barrier Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.