MYIA
QXO

Mount Yale Investment Advisors’s QXO Inc QXO Stock Holding History

Mount Yale Investment Advisors’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 		$481K Sell
27,826
-86,193
-76% -$1.6M 0.01% 801
2026
Q1 		$2.21M Buy
+114,019
New +$2.61M 0.05% 344

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

Mount Yale Investment Advisors's QXO Position: Q2 2026 in Review

Mount Yale Investment Advisors reduced its QXO Inc (QXO) stake by 76% in Q2 2026, selling an estimated $1.6M and leaving 27,826 shares worth $481K. The position accounts for 0.01% of the portfolio, ranked #801.

Mount Yale Investment Advisors first reported a position in QXO in Q1 2026 and has held it in 2 quarters since. The position peaked at $2.21M in Q1 2026. 644 funds tracked by Wall St. Rank hold QXO as of Q2 2026.

  • Mount Yale Investment Advisors held 27,826 shares of QXO Inc worth $481K as of Q2 2026.
  • Mount Yale Investment Advisors sold 86,193 QXO Inc shares in Q2 2026, an estimated $1.6M.
  • QXO Inc made up 0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #801 holding.
  • Mount Yale Investment Advisors first reported a position in QXO Inc in Q1 2026 and has held it in 2 quarters since.
  • Mount Yale Investment Advisors's QXO Inc position peaked at $2.21M in Q1 2026.
  • 644 funds tracked by Wall St. Rank held QXO Inc as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.