TIM
QXO

Tortoise Investment Management’s QXO Inc QXO Stock Holding History

Tortoise Investment 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
-20,000
Closed -$46 – 272
2026
Q1 		$46 Buy
+20,000
New +$458K ﹤0.01% 251
2025
Q4 		– Sell
-100
Closed -$10 – 1527
2025
Q3 		$10 Hold
100
– – ﹤0.01% 1542
2025
Q2 		$205 Buy
+100
New +$1.64K ﹤0.01% 1208

Other funds holding QXO

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
ML
MTCO Ltd Nassau $271M AUM 16.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JAFL
Jay A. Fishman Ltd Troy, Michigan $1.26B AUM 31.39% 1-Year Est. Return

Tortoise Investment Management's QXO Position: Q2 2026 in Review

Tortoise Investment Management sold out of QXO Inc (QXO) in Q2 2026, closing a stake of 237 shares — an estimated $4.6K sold.

Tortoise Investment Management first reported a position in QXO in Q3 2025 and held it in 2 quarters. The position peaked at $4.6K in Q1 2026. 294 funds tracked by Wall St. Rank hold QXO as of Q2 2026.

  • Tortoise Investment Management reported no remaining QXO Inc position as of Q2 2026 after selling out during the quarter.
  • Tortoise Investment Management sold 237 QXO Inc shares in Q2 2026, an estimated $4.6K.
  • Tortoise Investment Management first reported a position in QXO Inc in Q3 2025 and held it in 2 quarters.
  • Tortoise Investment Management's QXO Inc position peaked at $4.6K in Q1 2026.
  • 294 funds tracked by Wall St. Rank held QXO Inc as of Q2 2026.

Based on Tortoise Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.