CA
QXO

Clearstead Advisors’s QXO Inc QXO Stock Holding History

Clearstead 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 		$315K Buy
18,202
+388
+2% +$7.22K ﹤0.01% 914
2026
Q1 		$346K Sell
17,814
-32
-0.2% -$732 ﹤0.01% 818
2025
Q4 		$344K Buy
17,846
+16,635
+1,374% +$319K ﹤0.01% 768
2025
Q3 		$23.1K Buy
+1,211
New +$25.1K ﹤0.01% 1581

Other funds holding QXO

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
ML
MTCO Ltd Nassau $271M AUM 16.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JAFL
Jay A. Fishman Ltd Troy, Michigan $1.26B AUM 31.39% 1-Year Est. Return

Clearstead Advisors's QXO Position: Q2 2026 in Review

Clearstead Advisors increased its QXO Inc (QXO) stake by 2.2% in Q2 2026, buying an estimated $7.22K and bringing the position to 18,202 shares worth $315K. The position accounts for ﹤0.01% of the portfolio, ranked #914.

Clearstead Advisors first reported a position in QXO in Q3 2025 and has held it in 4 quarters since. The position peaked at $346K in Q1 2026. 292 funds tracked by Wall St. Rank hold QXO as of Q2 2026.

  • Clearstead Advisors held 18,202 shares of QXO Inc worth $315K as of Q2 2026.
  • Clearstead Advisors bought 388 QXO Inc shares in Q2 2026, an estimated $7.22K.
  • QXO Inc made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #914 holding.
  • Clearstead Advisors first reported a position in QXO Inc in Q3 2025 and has held it in 4 quarters since.
  • Clearstead Advisors's QXO Inc position peaked at $346K in Q1 2026.
  • 292 funds tracked by Wall St. Rank held QXO Inc as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.