OCM
QXO

Osterweis Capital Management’s QXO Inc QXO Stock Holding History

Osterweis Capital Management’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 		$34.5K Sell
1,995
-2,250
-53% -$41.9K ﹤0.01% 208
2026
Q1 		$82.4K Hold
4,245
– – ﹤0.01% 167
2025
Q4 		$81.9K Buy
+4,245
New +$81.3K ﹤0.01% 182

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

Osterweis Capital Management's QXO Position: Q2 2026 in Review

Osterweis Capital Management reduced its QXO Inc (QXO) stake by 53% in Q2 2026, selling an estimated $41.9K and leaving 1,995 shares worth $34.5K. The position accounts for ﹤0.01% of the portfolio, ranked #208.

Osterweis Capital Management first reported a position in QXO in Q4 2025 and has held it in 3 quarters since. The position peaked at $82.4K in Q1 2026. 642 funds tracked by Wall St. Rank hold QXO as of Q2 2026.

  • Osterweis Capital Management held 1,995 shares of QXO Inc worth $34.5K as of Q2 2026.
  • Osterweis Capital Management sold 2,250 QXO Inc shares in Q2 2026, an estimated $41.9K.
  • QXO Inc made up ﹤0.01% of Osterweis Capital Management's portfolio in Q2 2026, its #208 holding.
  • Osterweis Capital Management first reported a position in QXO Inc in Q4 2025 and has held it in 3 quarters since.
  • Osterweis Capital Management's QXO Inc position peaked at $82.4K in Q1 2026.
  • 642 funds tracked by Wall St. Rank held QXO Inc as of Q2 2026.

Based on Osterweis Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.