CIA
QXO

Concurrent Investment Advisors’s QXO Inc QXO Stock Holding History

Concurrent Investment 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 		$1.09M Buy
62,900
+34,157
+119% +$636K 0.01% 969
2026
Q1 		$558K Buy
28,743
+3,941
+16% +$90.2K 0.01% 1159
2025
Q4 		$478K Buy
24,802
+14,628
+144% +$280K 0.01% 1168
2025
Q3 		$194K Buy
+10,174
New +$211K ﹤0.01% 1361

Other funds holding QXO

ML
MTCO Ltd Nassau $271M AUM 16.64% 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
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
JAFL
Jay A. Fishman Ltd Troy, Michigan $1.26B AUM 31.39% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
CRC
Catawba River Capital Lake Wylie, South Carolina $223M AUM 24.34% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
JHA
Jackson Hill Advisors Houston, Texas $197M AUM 0.29% 1-Year Est. Return

Concurrent Investment Advisors's QXO Position: Q2 2026 in Review

Concurrent Investment Advisors increased its QXO Inc (QXO) stake by 119% in Q2 2026, buying an estimated $636K and bringing the position to 62,900 shares worth $1.09M. The position accounts for 0.01% of the portfolio, ranked #969.

Concurrent Investment Advisors first reported a position in QXO in Q3 2025 and has held it in 4 quarters since. 220 funds tracked by Wall St. Rank hold QXO as of Q2 2026.

  • Concurrent Investment Advisors held 62,900 shares of QXO Inc worth $1.09M as of Q2 2026.
  • Concurrent Investment Advisors bought 34,157 QXO Inc shares in Q2 2026, an estimated $636K.
  • QXO Inc made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #969 holding.
  • Concurrent Investment Advisors first reported a position in QXO Inc in Q3 2025 and has held it in 4 quarters since.
  • 220 funds tracked by Wall St. Rank held QXO Inc as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.