First Manhattan
QXO

First Manhattan’s QXO Inc QXO Stock Holding History

First Manhattan’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 		$84.1M Buy
4,868,271
+3,224,204
+196% +$60M 0.21% 60
2026
Q1 		$31.9M Buy
1,644,067
+66,012
+4% +$1.51M 0.09% 89
2025
Q4 		$30.4M Buy
1,578,055
+251,100
+19% +$4.81M 0.08% 94
2025
Q3 		$25.3M Buy
1,326,955
+495,914
+60% +$10.3M 0.07% 103
2025
Q2 		$17.9M Buy
831,041
+802,026
+2,764% +$13.2M 0.05% 127
2025
Q1 		$393K Buy
29,015
+15,940
+122% +$217K ﹤0.01% 547
2024
Q4 		$208K Hold
13,075
– – ﹤0.01% 650
2024
Q3 		$206K Buy
+13,075
New +$381K ﹤0.01% 650

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

First Manhattan's QXO Position: Q2 2026 in Review

First Manhattan increased its QXO Inc (QXO) stake by 196% in Q2 2026, buying an estimated $60M and bringing the position to 4,868,271 shares worth $84.1M. The position accounts for 0.21% of the portfolio, ranked #60.

First Manhattan first reported a position in QXO in Q3 2024 and has held it in 8 quarters since. 642 funds tracked by Wall St. Rank hold QXO as of Q2 2026.

  • First Manhattan held 4,868,271 shares of QXO Inc worth $84.1M as of Q2 2026.
  • First Manhattan bought 3,224,204 QXO Inc shares in Q2 2026, an estimated $60M.
  • QXO Inc made up 0.21% of First Manhattan's portfolio in Q2 2026, its #60 holding.
  • First Manhattan first reported a position in QXO Inc in Q3 2024 and has held it in 8 quarters since.
  • 642 funds tracked by Wall St. Rank held QXO Inc as of Q2 2026.

Based on First Manhattan's 13F filing for Q2 2026, filed 14 Aug 2026.