DWM
QXO

Diversify Wealth Management’s QXO Inc QXO Stock Holding History

Diversify Wealth 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 		$419K Buy
29,632
+3,723
+14% +$69.3K 0.01% 928
2026
Q1 		$508K Buy
25,909
+10,302
+66% +$236K 0.01% 811
2025
Q4 		$393K Sell
15,607
-138
-0.9% -$2.65K 0.02% 490
2025
Q3 		$272K Sell
15,745
-72
-0.5% -$1.49K 0.02% 471
2025
Q2 		$316K Sell
15,817
-836
-5% -$13.7K 0.02% 447
2025
Q1 		$220K Buy
16,653
+6,644
+66% +$90.4K 0.02% 481
2024
Q4 		$157K Sell
10,009
-324
-3% -$5.1K 0.01% 499
2024
Q3 		$156K Buy
+10,333
New +$301K 0.02% 456

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

Diversify Wealth Management's QXO Position: Q2 2026 in Review

Diversify Wealth Management increased its QXO Inc (QXO) stake by 14% in Q2 2026, buying an estimated $69.3K and bringing the position to 29,632 shares worth $419K. The position accounts for 0.01% of the portfolio, ranked #928.

Diversify Wealth Management first reported a position in QXO in Q3 2024 and has held it in 8 quarters since. The position peaked at $508K in Q1 2026. 642 funds tracked by Wall St. Rank hold QXO as of Q2 2026.

  • Diversify Wealth Management held 29,632 shares of QXO Inc worth $419K as of Q2 2026.
  • Diversify Wealth Management bought 3,723 QXO Inc shares in Q2 2026, an estimated $69.3K.
  • QXO Inc made up 0.01% of Diversify Wealth Management's portfolio in Q2 2026, its #928 holding.
  • Diversify Wealth Management first reported a position in QXO Inc in Q3 2024 and has held it in 8 quarters since.
  • Diversify Wealth Management's QXO Inc position peaked at $508K in Q1 2026.
  • 642 funds tracked by Wall St. Rank held QXO Inc as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.