AssetMark Inc
QXO

AssetMark Inc’s QXO Inc QXO Stock Holding History

AssetMark Inc’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 		$7.6K Buy
440
+84
+24% +$1.56K ﹤0.01% 2553
2026
Q1 		$6.91K Buy
356
+160
+82% +$3.66K ﹤0.01% 2444
2025
Q4 		$3.78K Sell
196
-9
-4% -$172 ﹤0.01% 2561
2025
Q3 		$3.91K Buy
205
+5
+3% +$104 ﹤0.01% 2423
2025
Q2 		$4.31K Buy
200
+177
+770% +$2.91K ﹤0.01% 2178
2025
Q1 		$311 Buy
+23
New +$313 ﹤0.01% 2481

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

AssetMark Inc's QXO Position: Q2 2026 in Review

AssetMark Inc increased its QXO Inc (QXO) stake by 24% in Q2 2026, buying an estimated $1.56K and bringing the position to 440 shares worth $7.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2553.

AssetMark Inc first reported a position in QXO in Q1 2025 and has held it in 6 quarters since. 642 funds tracked by Wall St. Rank hold QXO as of Q2 2026.

  • AssetMark Inc held 440 shares of QXO Inc worth $7.6K as of Q2 2026.
  • AssetMark Inc bought 84 QXO Inc shares in Q2 2026, an estimated $1.56K.
  • QXO Inc made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #2553 holding.
  • AssetMark Inc first reported a position in QXO Inc in Q1 2025 and has held it in 6 quarters since.
  • 642 funds tracked by Wall St. Rank held QXO Inc as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.