IFG
QXO

Independent Financial Group’s QXO Inc QXO Stock Holding History

Independent Financial Group’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 		$1.15M Buy
66,415
+11,390
+21% +$212K 0.02% 638
2026
Q1 		$1.07M Buy
55,025
+425
+0.8% +$9.72K 0.02% 607
2025
Q4 		$1.05M Buy
54,600
+2,086
+4% +$40K 0.02% 600
2025
Q3 		$1M Buy
52,514
+5,000
+11% +$104K 0.02% 595
2025
Q2 		$1.02M Buy
+47,514
New +$780K 0.03% 536

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

Independent Financial Group's QXO Position: Q2 2026 in Review

Independent Financial Group increased its QXO Inc (QXO) stake by 21% in Q2 2026, buying an estimated $212K and bringing the position to 66,415 shares worth $1.15M. The position accounts for 0.02% of the portfolio, ranked #638.

Independent Financial Group first reported a position in QXO in Q2 2025 and has held it in 5 quarters since. 642 funds tracked by Wall St. Rank hold QXO as of Q2 2026.

  • Independent Financial Group held 66,415 shares of QXO Inc worth $1.15M as of Q2 2026.
  • Independent Financial Group bought 11,390 QXO Inc shares in Q2 2026, an estimated $212K.
  • QXO Inc made up 0.02% of Independent Financial Group's portfolio in Q2 2026, its #638 holding.
  • Independent Financial Group first reported a position in QXO Inc in Q2 2025 and has held it in 5 quarters since.
  • 642 funds tracked by Wall St. Rank held QXO Inc as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.