MWM
QXO

Mindset Wealth Management’s QXO Inc QXO Stock Holding History

Mindset 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 		$195K Buy
11,281
+381
+3% +$7.09K 0.04% 183
2026
Q1 		$212K Sell
10,900
-1,756
-14% -$40.2K 0.06% 161
2025
Q4 		$244K Buy
+12,656
New +$243K 0.06% 158

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

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

Mindset Wealth Management increased its QXO Inc (QXO) stake by 3.5% in Q2 2026, buying an estimated $7.09K and bringing the position to 11,281 shares worth $195K. The position accounts for 0.04% of the portfolio, ranked #183.

Mindset Wealth Management first reported a position in QXO in Q4 2025 and has held it in 3 quarters since. The position peaked at $244K in Q4 2025. 642 funds tracked by Wall St. Rank hold QXO as of Q2 2026.

  • Mindset Wealth Management held 11,281 shares of QXO Inc worth $195K as of Q2 2026.
  • Mindset Wealth Management bought 381 QXO Inc shares in Q2 2026, an estimated $7.09K.
  • QXO Inc made up 0.04% of Mindset Wealth Management's portfolio in Q2 2026, its #183 holding.
  • Mindset Wealth Management first reported a position in QXO Inc in Q4 2025 and has held it in 3 quarters since.
  • Mindset Wealth Management's QXO Inc position peaked at $244K in Q4 2025.
  • 642 funds tracked by Wall St. Rank held QXO Inc as of Q2 2026.

Based on Mindset Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.