Select Equity Group
QXO

Select Equity Group’s QXO Inc QXO Stock Holding History

Select Equity Group’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 		$50.4M Sell
2,596,986
-865,722
-25% -$19.8M 0.26% 70
2025
Q4 		$66.8M Sell
3,462,708
-160,158
-4% -$3.07M 0.29% 67
2025
Q3 		$69.1M Buy
3,622,866
+372,631
+11% +$7.72M 0.28% 69
2025
Q2 		$70M Buy
+3,250,235
New +$53.4M 0.29% 65

Other funds holding QXO

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

Select Equity Group's QXO Position: Q1 2026 in Review

Select Equity Group reduced its QXO Inc (QXO) stake by 25% in Q1 2026, selling an estimated $19.8M and leaving 2,596,986 shares worth $50.4M. The position accounts for 0.26% of the portfolio, ranked #70.

Select Equity Group first reported a position in QXO in Q2 2025 and has held it in 4 quarters since. The position peaked at $70M in Q2 2025. 576 funds tracked by Wall St. Rank hold QXO as of Q1 2026.

  • Select Equity Group held 2,596,986 shares of QXO Inc worth $50.4M as of Q1 2026.
  • Select Equity Group sold 865,722 QXO Inc shares in Q1 2026, an estimated $19.8M.
  • QXO Inc made up 0.26% of Select Equity Group's portfolio in Q1 2026, its #70 holding.
  • Select Equity Group first reported a position in QXO Inc in Q2 2025 and has held it in 4 quarters since.
  • Select Equity Group's QXO Inc position peaked at $70M in Q2 2025.
  • 576 funds tracked by Wall St. Rank held QXO Inc as of Q1 2026.

Based on Select Equity Group's 13F filing for Q1 2026, filed 15 May 2026.