Root Financial Partners’s QXO Inc QXO Stock Holding History

Root Financial Partners’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	–	Sell	-1,469	Closed	-$28.5K	–	3323
2026 Q1	$28.5K	Buy	1,469 +1,467	+73,350%	+$33.6K	﹤0.01%	1143
2025 Q4	$39	Hold	2	–	–	﹤0.01%	2394
2025 Q3	$38	Buy	+2	New	+$41	﹤0.01%	2275

Other funds holding QXO

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 Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Affinity Partners Sunny Isles Beach, Florida $565M AUM 19.78% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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 Malvern, Pennsylvania $2.22T AUM

Root Financial Partners's QXO Position: Q2 2026 in Review

Root Financial Partners sold out of QXO Inc (QXO) in Q2 2026, closing a stake of 1,469 shares — an estimated $28.5K sold.

Root Financial Partners first reported a position in QXO in Q3 2025 and held it in 3 quarters. The position peaked at $28.5K in Q1 2026. 642 funds tracked by Wall St. Rank hold QXO as of Q2 2026.

Root Financial Partners reported no remaining QXO Inc position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 1,469 QXO Inc shares in Q2 2026, an estimated $28.5K.
Root Financial Partners first reported a position in QXO Inc in Q3 2025 and held it in 3 quarters.
Root Financial Partners's QXO Inc position peaked at $28.5K in Q1 2026.
642 funds tracked by Wall St. Rank held QXO Inc as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.