CAM
QXO

Carret Asset Management’s QXO Inc QXO Stock Holding History

Carret Asset 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 		$1.52M Buy
87,820
+7,295
+9% +$136K 0.13% 122
2026
Q1 		$1.56M Buy
80,525
+3,550
+5% +$81.2K 0.15% 113
2025
Q4 		$1.48M Buy
76,975
+15,850
+26% +$304K 0.14% 120
2025
Q3 		$1.17M Buy
61,125
+50,725
+488% +$1.05M 0.11% 142
2025
Q2 		$224K Hold
10,400
– – 0.02% 260
2025
Q1 		$141K Hold
10,400
– – 0.02% 270
2024
Q4 		$165K Hold
10,400
– – 0.02% 276
2024
Q3 		$164K Buy
+10,400
New +$303K 0.02% 280

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

Carret Asset Management's QXO Position: Q2 2026 in Review

Carret Asset Management increased its QXO Inc (QXO) stake by 9.1% in Q2 2026, buying an estimated $136K and bringing the position to 87,820 shares worth $1.52M. The position accounts for 0.13% of the portfolio, ranked #122.

Carret Asset Management first reported a position in QXO in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.56M in Q1 2026. 642 funds tracked by Wall St. Rank hold QXO as of Q2 2026.

  • Carret Asset Management held 87,820 shares of QXO Inc worth $1.52M as of Q2 2026.
  • Carret Asset Management bought 7,295 QXO Inc shares in Q2 2026, an estimated $136K.
  • QXO Inc made up 0.13% of Carret Asset Management's portfolio in Q2 2026, its #122 holding.
  • Carret Asset Management first reported a position in QXO Inc in Q3 2024 and has held it in 8 quarters since.
  • Carret Asset Management's QXO Inc position peaked at $1.56M in Q1 2026.
  • 642 funds tracked by Wall St. Rank held QXO Inc as of Q2 2026.

Based on Carret Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.