STA
QXO

Summit Trail Advisors’s QXO Inc QXO Stock Holding History

Summit Trail Advisors’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 		$4.81M Buy
278,308
+36,582
+15% +$681K 0.06% 191
2026
Q1 		$4.69M Buy
241,726
+21,727
+10% +$497K 0.07% 179
2025
Q4 		$4.24M Buy
219,999
+1,395
+0.6% +$26.7K 0.07% 158
2025
Q3 		$4.17M Buy
218,604
+36,162
+20% +$749K 0.06% 174
2025
Q2 		$3.93M Buy
182,442
+6,117
+3% +$100K 0.07% 146
2025
Q1 		$2.39M Buy
176,325
+60,358
+52% +$821K 0.08% 79
2024
Q4 		$1.84M Buy
115,967
+1,497
+1% +$23.6K 0.07% 88
2024
Q3 		$1.81M Buy
+114,470
New +$3.34M 0.04% 171

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

Summit Trail Advisors's QXO Position: Q2 2026 in Review

Summit Trail Advisors increased its QXO Inc (QXO) stake by 15% in Q2 2026, buying an estimated $681K and bringing the position to 278,308 shares worth $4.81M. The position accounts for 0.06% of the portfolio, ranked #191.

Summit Trail Advisors first reported a position in QXO in Q3 2024 and has held it in 8 quarters since. 642 funds tracked by Wall St. Rank hold QXO as of Q2 2026.

  • Summit Trail Advisors held 278,308 shares of QXO Inc worth $4.81M as of Q2 2026.
  • Summit Trail Advisors bought 36,582 QXO Inc shares in Q2 2026, an estimated $681K.
  • QXO Inc made up 0.06% of Summit Trail Advisors's portfolio in Q2 2026, its #191 holding.
  • Summit Trail Advisors first reported a position in QXO Inc in Q3 2024 and has held it in 8 quarters since.
  • 642 funds tracked by Wall St. Rank held QXO Inc as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.