HWA
QXO

Heritage Wealth Advisors’s QXO Inc QXO Stock Holding History

Heritage Wealth 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 		$3.46K Hold
200
– – ﹤0.01% 599
2026
Q1 		$3.88K Hold
200
– – ﹤0.01% 583
2025
Q4 		$3.86K Hold
200
– – ﹤0.01% 511
2025
Q3 		$3.81K Buy
+200
New +$4.14K ﹤0.01% 493

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

Heritage Wealth Advisors's QXO Position: Q2 2026 in Review

Heritage Wealth Advisors held its QXO Inc (QXO) position steady in Q2 2026 at 200 shares worth $3.46K. The position accounts for ﹤0.01% of the portfolio, ranked #599.

Heritage Wealth Advisors first reported a position in QXO in Q3 2025 and has held it in 4 quarters since. The position peaked at $3.88K in Q1 2026. 643 funds tracked by Wall St. Rank hold QXO as of Q2 2026.

  • Heritage Wealth Advisors held 200 shares of QXO Inc worth $3.46K as of Q2 2026.
  • Heritage Wealth Advisors left its QXO Inc share count unchanged in Q2 2026.
  • QXO Inc made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q2 2026, its #599 holding.
  • Heritage Wealth Advisors first reported a position in QXO Inc in Q3 2025 and has held it in 4 quarters since.
  • Heritage Wealth Advisors's QXO Inc position peaked at $3.88K in Q1 2026.
  • 643 funds tracked by Wall St. Rank held QXO Inc as of Q2 2026.

Based on Heritage Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.