Position in QXO
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$484,030
-$46,349 QoQ
Shares Held
28,011
+2.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#382
of 638 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in QXO Over Time
Shares Held
Position Value (USD)
Position in Industrial Distribution
Industrials · as of Jun 30, 2026SIMON QUICK ADVISORS, LLC holds $864,504 across 2 Industrial Distribution names. QXO ranks #1 (56.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | QXO |
QXO, Inc.
This page
|
28,011 | $484,030 | |
| 2 | WSO |
Watsco Inc
|
913 | $380,474 |
All Filings in QXO
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $484,030 | 28,011 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $530,379 | 27,311 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $532,712 | 27,616 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $521,005 | 27,335 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $586,404 | 27,224 | Shares | Sole | 2025-10-08 | |
| 2025-03-31 | $316,091 | 23,345 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $251,760 | 15,834 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $201,382 | 12,770 | Shares | Sole | 2024-10-15 | |
| No filing history on record for this holder in this stock. | ||||||