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 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 New York $1.66T AUM 25.57% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Affinity Partners Sunny Isles Beach, Florida $635M AUM 43.43% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

AWG

Alpha Wave Global New York $791M AUM 113.77% 1-Year Est. Return

MFN Partners Boston, Massachusetts $4.77B AUM 72.29% 1-Year Est. Return

FAM

Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

Heritage Wealth Advisors's QXO Position: Q1 2026 in Review

Heritage Wealth Advisors held its QXO Inc (QXO) position steady in Q1 2026 at 200 shares worth $3.88K. The position accounts for ﹤0.01% of the portfolio, ranked #583.

Heritage Wealth Advisors first reported a position in QXO in Q3 2025 and has held it in 3 quarters since. 576 funds tracked by Wall St. Rank hold QXO as of Q1 2026.

Heritage Wealth Advisors held 200 shares of QXO Inc worth $3.88K as of Q1 2026.
Heritage Wealth Advisors left its QXO Inc share count unchanged in Q1 2026.
QXO Inc made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q1 2026, its #583 holding.
Heritage Wealth Advisors first reported a position in QXO Inc in Q3 2025 and has held it in 3 quarters since.
576 funds tracked by Wall St. Rank held QXO Inc as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.