GIA
QXO

Gladstone Institutional Advisory’s QXO Inc QXO Stock Holding History

Gladstone Institutional Advisory’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 		$314K Sell
18,168
-4,600
-20% -$85.6K 0.01% 727
2026
Q1 		$442K Buy
22,768
+4,170
+22% +$95.4K 0.02% 563
2025
Q4 		$359K Buy
18,598
+3,593
+24% +$68.9K 0.01% 586
2025
Q3 		$286K Buy
15,005
+3,225
+27% +$66.8K 0.01% 664
2025
Q2 		$254K Buy
+11,780
New +$193K 0.01% 641

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
CRC
Catawba River Capital Lake Wylie, South Carolina $223M AUM 24.34% 1-Year Est. Return
IHL
Investment House LLC Redondo Beach, California $1.92B AUM 25.81% 1-Year Est. Return
MIF
Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return
AP
Appleton Partners Boston, Massachusetts $1.63B AUM 38.57% 1-Year Est. Return
GHC
Great Hill Capital New York $4.29B AUM 18.17% 1-Year Est. Return
AC
Agman Capital Omaha, Nebraska $159M AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
TCM
Tran Capital Management San Rafael, California $869M AUM 52.91% 1-Year Est. Return

Gladstone Institutional Advisory's QXO Position: Q2 2026 in Review

Gladstone Institutional Advisory reduced its QXO Inc (QXO) stake by 20% in Q2 2026, selling an estimated $85.6K and leaving 18,168 shares worth $314K. The position accounts for 0.01% of the portfolio, ranked #727.

Gladstone Institutional Advisory first reported a position in QXO in Q2 2025 and has held it in 5 quarters since. The position peaked at $442K in Q1 2026. 128 funds tracked by Wall St. Rank hold QXO as of Q2 2026.

  • Gladstone Institutional Advisory held 18,168 shares of QXO Inc worth $314K as of Q2 2026.
  • Gladstone Institutional Advisory sold 4,600 QXO Inc shares in Q2 2026, an estimated $85.6K.
  • QXO Inc made up 0.01% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #727 holding.
  • Gladstone Institutional Advisory first reported a position in QXO Inc in Q2 2025 and has held it in 5 quarters since.
  • Gladstone Institutional Advisory's QXO Inc position peaked at $442K in Q1 2026.
  • 128 funds tracked by Wall St. Rank held QXO Inc as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.