Steward Partners Investment Advisory’s QXO Inc QXO Stock Holding History

Steward Partners Investment Advisory’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	$6.04M	Buy	311,060 +18,251	+6%	+$418K	0.03%	450
2025 Q4	$5.65M	Buy	292,809 +133,538	+84%	+$2.56M	0.03%	435
2025 Q3	$3.04M	Buy	159,271 +23,797	+18%	+$493K	0.02%	631
2025 Q2	$2.92M	Buy	135,474 +42,734	+46%	+$702K	0.02%	579
2025 Q1	$1.26M	Buy	92,740 +7,795	+9%	+$106K	0.01%	820
2024 Q4	$1.35M	Buy	84,945 +34,300	+68%	+$540K	0.01%	766
2024 Q3	$799K	Buy	+50,645	New	+$1.48M	0.01%	936
2024 Q2	–	Sell	-125	Closed	-$13.2K	–	3734
2024 Q1	$13.2K	Buy	+125	New	+$14.7K	﹤0.01%	2704

Other funds holding QXO

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

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

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

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