Charles Schwab
QXO

Charles Schwab’s QXO Inc QXO Stock Holding History

Charles Schwab’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 		$59.4M Buy
3,437,155
+286,540
+9% +$5.33M 0.01% 1130
2026
Q1 		$61.2M Buy
3,150,615
+243,724
+8% +$5.58M 0.01% 1019
2025
Q4 		$56.1M Buy
2,906,891
+45,285
+2% +$868K 0.01% 1066
2025
Q3 		$54.5M Sell
2,861,606
-232,058
-8% -$4.8M 0.01% 1113
2025
Q2 		$66.6M Buy
3,093,664
+1,587,478
+105% +$26.1M 0.01% 921
2025
Q1 		$20.4M Sell
1,506,186
-38,038
-2% -$517K ﹤0.01% 1632
2024
Q4 		$24.6M Buy
1,544,224
+14,073
+0.9% +$222K ﹤0.01% 1587
2024
Q3 		$24.1M Buy
+1,530,151
New +$44.6M ﹤0.01% 1596

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

Charles Schwab's QXO Position: Q2 2026 in Review

Charles Schwab increased its QXO Inc (QXO) stake by 9.1% in Q2 2026, buying an estimated $5.33M and bringing the position to 3,437,155 shares worth $59.4M. The position accounts for 0.01% of the portfolio, ranked #1130.

Charles Schwab first reported a position in QXO in Q3 2024 and has held it in 8 quarters since. The position peaked at $66.6M in Q2 2025. 640 funds tracked by Wall St. Rank hold QXO as of Q2 2026.

  • Charles Schwab held 3,437,155 shares of QXO Inc worth $59.4M as of Q2 2026.
  • Charles Schwab bought 286,540 QXO Inc shares in Q2 2026, an estimated $5.33M.
  • QXO Inc made up 0.01% of Charles Schwab's portfolio in Q2 2026, its #1130 holding.
  • Charles Schwab first reported a position in QXO Inc in Q3 2024 and has held it in 8 quarters since.
  • Charles Schwab's QXO Inc position peaked at $66.6M in Q2 2025.
  • 640 funds tracked by Wall St. Rank held QXO Inc as of Q2 2026.

Based on Charles Schwab's 13F filing for Q2 2026, filed 14 Aug 2026.