OAG
QXO

Orbis Allan Gray’s QXO Inc QXO Stock Holding History

Orbis Allan Gray’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 		$1.28B Hold
73,951,325
– – 4.39% 4
2026
Q1 		$1.44B Sell
73,951,325
-11,533,149
-13% -$264M 6.06% 2
2025
Q4 		$1.65B Sell
85,484,474
-1,008,512
-1% -$19.3M 6.91% 1
2025
Q3 		$1.65B Sell
86,492,986
-9,796,563
-10% -$203M 7.08% 1
2025
Q2 		$2.07B Sell
96,289,549
-13,119,642
-12% -$215M 10.09% 1
2025
Q1 		$1.48B Hold
109,409,191
– – 8.47% 1
2024
Q4 		$1.74B Hold
109,409,191
– – 9.36% 1
2024
Q3 		$1.73B Buy
+109,409,191
New +$3.19B 9.14% 1

Other funds holding QXO

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
AWG
Alpha Wave Global New York $6.24B AUM 59.73% 1-Year Est. Return

Orbis Allan Gray's QXO Position: Q2 2026 in Review

Orbis Allan Gray held its QXO Inc (QXO) position steady in Q2 2026 at 73,951,325 shares worth $1.28B. The position accounts for 4.39% of the portfolio, ranked #4.

Orbis Allan Gray first reported a position in QXO in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.07B in Q2 2025. 642 funds tracked by Wall St. Rank hold QXO as of Q2 2026.

  • Orbis Allan Gray held 73,951,325 shares of QXO Inc worth $1.28B as of Q2 2026.
  • Orbis Allan Gray left its QXO Inc share count unchanged in Q2 2026.
  • QXO Inc made up 4.39% of Orbis Allan Gray's portfolio in Q2 2026, its #4 holding.
  • Orbis Allan Gray first reported a position in QXO Inc in Q3 2024 and has held it in 8 quarters since.
  • Orbis Allan Gray's QXO Inc position peaked at $2.07B in Q2 2025.
  • 642 funds tracked by Wall St. Rank held QXO Inc as of Q2 2026.

Based on Orbis Allan Gray's 13F filing for Q2 2026, filed 14 Aug 2026.