DWM
QXO

Dogwood Wealth Management’s QXO Inc QXO Stock Holding History

Dogwood 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 		$10.4K Hold
600
– – ﹤0.01% 380
2026
Q1 		$11.7K Hold
600
– – 0.01% 316
2025
Q4 		$11.6K Hold
600
– – 0.01% 277
2025
Q3 		$11.4K Buy
+600
New +$12.4K 0.01% 256

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

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

Dogwood Wealth Management held its QXO Inc (QXO) position steady in Q2 2026 at 600 shares worth $10.4K. The position accounts for ﹤0.01% of the portfolio, ranked #380.

Dogwood Wealth Management first reported a position in QXO in Q3 2025 and has held it in 4 quarters since. The position peaked at $11.7K in Q1 2026. 639 funds tracked by Wall St. Rank hold QXO as of Q2 2026.

  • Dogwood Wealth Management held 600 shares of QXO Inc worth $10.4K as of Q2 2026.
  • Dogwood Wealth Management left its QXO Inc share count unchanged in Q2 2026.
  • QXO Inc made up ﹤0.01% of Dogwood Wealth Management's portfolio in Q2 2026, its #380 holding.
  • Dogwood Wealth Management first reported a position in QXO Inc in Q3 2025 and has held it in 4 quarters since.
  • Dogwood Wealth Management's QXO Inc position peaked at $11.7K in Q1 2026.
  • 639 funds tracked by Wall St. Rank held QXO Inc as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.