Creative Planning
QXO

Creative Planning’s QXO Inc QXO Stock Holding History

Creative Planning’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 		$1.51M Sell
87,474
-6,404
-7% -$119K ﹤0.01% 2317
2026
Q1 		$1.82M Buy
93,878
+14,473
+18% +$331K ﹤0.01% 1971
2025
Q4 		$1.53M Sell
79,405
-660,709
-89% -$12.7M ﹤0.01% 1937
2025
Q3 		$14.1M Buy
740,114
+711,838
+2,517% +$14.7M 0.01% 458
2025
Q2 		$609K Buy
+28,276
New +$464K ﹤0.01% 2281

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

Creative Planning's QXO Position: Q2 2026 in Review

Creative Planning reduced its QXO Inc (QXO) stake by 6.8% in Q2 2026, selling an estimated $119K and leaving 87,474 shares worth $1.51M. The position accounts for ﹤0.01% of the portfolio, ranked #2317.

Creative Planning first reported a position in QXO in Q2 2025 and has held it in 5 quarters since. The position peaked at $14.1M in Q3 2025. 642 funds tracked by Wall St. Rank hold QXO as of Q2 2026.

  • Creative Planning held 87,474 shares of QXO Inc worth $1.51M as of Q2 2026.
  • Creative Planning sold 6,404 QXO Inc shares in Q2 2026, an estimated $119K.
  • QXO Inc made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2317 holding.
  • Creative Planning first reported a position in QXO Inc in Q2 2025 and has held it in 5 quarters since.
  • Creative Planning's QXO Inc position peaked at $14.1M in Q3 2025.
  • 642 funds tracked by Wall St. Rank held QXO Inc as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.