CAPTRUST Financial Advisors
QXO

CAPTRUST Financial Advisors’s QXO Inc QXO Stock Holding History

CAPTRUST Financial Advisors’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 		$12.4M Buy
714,769
+99,071
+16% +$1.84M 0.02% 515
2026
Q1 		$12M Buy
615,698
+42,333
+7% +$969K 0.02% 495
2025
Q4 		$11.1M Buy
573,365
+213,600
+59% +$4.09M 0.02% 462
2025
Q3 		$6.86M Buy
359,765
+62,949
+21% +$1.3M 0.01% 556
2025
Q2 		$6.39M Buy
296,816
+116,456
+65% +$1.91M 0.01% 555
2025
Q1 		$2.44M Buy
+180,360
New +$2.45M 0.01% 825

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

CAPTRUST Financial Advisors's QXO Position: Q2 2026 in Review

CAPTRUST Financial Advisors increased its QXO Inc (QXO) stake by 16% in Q2 2026, buying an estimated $1.84M and bringing the position to 714,769 shares worth $12.4M. The position accounts for 0.02% of the portfolio, ranked #515.

CAPTRUST Financial Advisors first reported a position in QXO in Q1 2025 and has held it in 6 quarters since. 642 funds tracked by Wall St. Rank hold QXO as of Q2 2026.

  • CAPTRUST Financial Advisors held 714,769 shares of QXO Inc worth $12.4M as of Q2 2026.
  • CAPTRUST Financial Advisors bought 99,071 QXO Inc shares in Q2 2026, an estimated $1.84M.
  • QXO Inc made up 0.02% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #515 holding.
  • CAPTRUST Financial Advisors first reported a position in QXO Inc in Q1 2025 and has held it in 6 quarters since.
  • 642 funds tracked by Wall St. Rank held QXO Inc as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.