IFWM
QXO

Institute for Wealth Management’s QXO Inc QXO Stock Holding History

Institute for 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 		$744K Buy
43,031
+30,063
+232% +$559K 0.07% 251
2026
Q1 		$252K Hold
12,968
– – 0.03% 467
2025
Q4 		$250K Buy
12,968
+115
+0.9% +$2.2K 0.03% 484
2025
Q3 		$245K Buy
+12,853
New +$266K 0.03% 505

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

Institute for Wealth Management's QXO Position: Q2 2026 in Review

Institute for Wealth Management increased its QXO Inc (QXO) stake by 232% in Q2 2026, buying an estimated $559K and bringing the position to 43,031 shares worth $744K. The position accounts for 0.07% of the portfolio, ranked #251.

Institute for Wealth Management first reported a position in QXO in Q3 2025 and has held it in 4 quarters since. 642 funds tracked by Wall St. Rank hold QXO as of Q2 2026.

  • Institute for Wealth Management held 43,031 shares of QXO Inc worth $744K as of Q2 2026.
  • Institute for Wealth Management bought 30,063 QXO Inc shares in Q2 2026, an estimated $559K.
  • QXO Inc made up 0.07% of Institute for Wealth Management's portfolio in Q2 2026, its #251 holding.
  • Institute for Wealth Management first reported a position in QXO Inc in Q3 2025 and has held it in 4 quarters since.
  • 642 funds tracked by Wall St. Rank held QXO Inc as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.