PWMA
QXO

Pension & Wealth Management Advisors’s QXO Inc QXO Stock Holding History

Pension & Wealth Management 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 		$64.8K Hold
3,750
– – 0.02% 290
2026
Q1 		$72.8K Hold
3,750
– – 0.02% 261
2025
Q4 		$72.3K Buy
+3,750
New +$71.9K 0.02% 263

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
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
MP
MFN Partners Boston, Massachusetts $4.83B AUM 65.74% 1-Year Est. Return

Pension & Wealth Management Advisors's QXO Position: Q2 2026 in Review

Pension & Wealth Management Advisors held its QXO Inc (QXO) position steady in Q2 2026 at 3,750 shares worth $64.8K. The position accounts for 0.02% of the portfolio, ranked #290.

Pension & Wealth Management Advisors first reported a position in QXO in Q4 2025 and has held it in 3 quarters since. The position peaked at $72.8K in Q1 2026. 590 funds tracked by Wall St. Rank hold QXO as of Q2 2026.

  • Pension & Wealth Management Advisors held 3,750 shares of QXO Inc worth $64.8K as of Q2 2026.
  • Pension & Wealth Management Advisors left its QXO Inc share count unchanged in Q2 2026.
  • QXO Inc made up 0.02% of Pension & Wealth Management Advisors's portfolio in Q2 2026, its #290 holding.
  • Pension & Wealth Management Advisors first reported a position in QXO Inc in Q4 2025 and has held it in 3 quarters since.
  • Pension & Wealth Management Advisors's QXO Inc position peaked at $72.8K in Q1 2026.
  • 590 funds tracked by Wall St. Rank held QXO Inc as of Q2 2026.

Based on Pension & Wealth Management Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.