BWL
QXO

Bogart Wealth LLC’s QXO Inc QXO Stock Holding History

Bogart Wealth LLC’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 		$18.2K Sell
1,056
-18
-2% -$335 ﹤0.01% 822
2026
Q1 		$20.9K Buy
1,074
+122
+13% +$2.79K ﹤0.01% 715
2025
Q4 		$18.4K Sell
952
-373
-28% -$7.15K ﹤0.01% 707
2025
Q3 		$25.3K Buy
+1,325
New +$27.4K ﹤0.01% 610
2024
Q2 		– Sell
-125
Closed -$13.2K – 1183
2024
Q1 		$13.2K Buy
+125
New +$14.7K ﹤0.01% 597

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

Bogart Wealth LLC's QXO Position: Q2 2026 in Review

Bogart Wealth LLC reduced its QXO Inc (QXO) stake by 1.7% in Q2 2026, selling an estimated $335 and leaving 1,056 shares worth $18.2K. The position accounts for ﹤0.01% of the portfolio, ranked #822.

Bogart Wealth LLC first reported a position in QXO in Q1 2024 and has held it in 5 quarters since. The position peaked at $25.3K in Q3 2025. 642 funds tracked by Wall St. Rank hold QXO as of Q2 2026.

  • Bogart Wealth LLC held 1,056 shares of QXO Inc worth $18.2K as of Q2 2026.
  • Bogart Wealth LLC sold 18 QXO Inc shares in Q2 2026, an estimated $335.
  • QXO Inc made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #822 holding.
  • Bogart Wealth LLC first reported a position in QXO Inc in Q1 2024 and has held it in 5 quarters since.
  • Bogart Wealth LLC's QXO Inc position peaked at $25.3K in Q3 2025.
  • 642 funds tracked by Wall St. Rank held QXO Inc as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.