Synergy Asset Management’s QXO Inc QXO Stock Holding History

Synergy Asset 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	–	Sell	-76,120	Closed	-$1.48M	–	335
2026 Q1	$1.48M	Buy	+76,120	New	+$1.74M	0.16%	102

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

Synergy Asset Management's QXO Position: Q2 2026 in Review

Synergy Asset Management sold out of QXO Inc (QXO) in Q2 2026, closing a stake of 76,120 shares — an estimated $1.48M sold.

Synergy Asset Management first reported a position in QXO in Q1 2026 and held it in 1 quarter. The position peaked at $1.48M in Q1 2026. 642 funds tracked by Wall St. Rank hold QXO as of Q2 2026.

Synergy Asset Management reported no remaining QXO Inc position as of Q2 2026 after selling out during the quarter.
Synergy Asset Management sold 76,120 QXO Inc shares in Q2 2026, an estimated $1.48M.
Synergy Asset Management first reported a position in QXO Inc in Q1 2026 and held it in 1 quarter.
Synergy Asset Management's QXO Inc position peaked at $1.48M in Q1 2026.
642 funds tracked by Wall St. Rank held QXO Inc as of Q2 2026.

Based on Synergy Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.